Customer Help Portal
< All Topics
Print

Aha! – Service Order Comments Added to CRM

PostedDecember 5, 2023
UpdatedDecember 5, 2023

A check box labeled “Include SO Comments” was added to the CRM screen. When checked, and when Service Orders are applied, a Service Order Comment row will display in the CRM grid for every comment added to the Service Order. Service Order comment rows are purple and only Service Order Comments are added to the grid, not comments made at the Tier level. Columns in the grid will display who applied the Service Order, as well as the date it was applied. The Result Verbiage column displays the Service Order Number and the Comment.

Table of Contents

 

Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.