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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Kate White
commented
Make it possible to opt out sending some clients a statement on the customer's details screen.
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Donica Dawe
commented
Being able to filter in this way would be very useful when running statements
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Sasha Crawley
commented
very important. such as clients that pay by standing order, or are currently unwell. Also the ability to run statements for a contact group in one selection
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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.