Customer Statement - Filters in statements page and option to exclude customers
The ability to mark customers to exclude from sending statements, or add more filters ( including customer groups) in statements page, which will help to find correct group of clients to send statements. This will simplify collections process.
Sofija Radionova
shared this idea
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Claire Hewart
commented
I need to be able to filter out archived clients from current clients. This is so we dont send statements & fund request (Payments on accounts) to dead/ grieving families clients. Elderly care industry in relation to re-charges. The statements page will be unusablely cluttered is a short period.
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Pippa Mackay
commented
EOM statements are time consuming as our business clients want an 'Outstanding' statement as at EOM and other clients prefer an 'Activity' statement so they can see that their payment has been received. The ability to search by Contact Groups would make this task efficient and free from errors like missing a contact altogether or sending an Activity statement to a business client etc.
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Monique Hazeldine
commented
EOM statements are time consuming as our business clients want an 'Outstanding' statement as at EOM and other clients prefer an 'Activity' statement so they can see that their payment has been received. The ability to search by Contact Groups would make this task efficient and free from errors like missing a contact altogether or sending an Activity statement to a business client etc.