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General Discussion

Last Post by hlaw97 8 years ago

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ginny0228

(@ginny0228)

Posts: 4

Active Member

Topic starter

I am wondering if anyone is a devout user of the collections and task manager module in CPS 12? What are you thoughts and feelings on it? Are they user friendly and can management view the progress that is beeing done on the account. OR, if you have another work flow that has proven to be more effective, please share. Thank you.

Posted : January 19, 2016 4:18 am

Shelby

(@shelby)

Posts: 3

New Member

We had to build reports that we use in the system as well as an HTML platform to make it easier. Initially we tried the task manager and found task were tagged incorrectly and the amount of clicks to drill down were cumbersome. We track AR very closely an it has made a world of difference. I can send you some of the report specifics for you to get ideas.

Posted : January 19, 2016 5:04 am

ginny0228

(@ginny0228)

Posts: 4

Active Member

Topic starter

That would be great. I am assuming a role here that I really want to get a handle on our AR so that I can monitor more closely.

Posted : January 19, 2016 8:23 am

lkeith

(@lkeith)

Posts: 457

Honorable Member

Shelby, I would be interested in this information as well. My email address is [email protected].

Thanks,

Linda

Posted : January 19, 2016 10:58 am

galarzaj

(@galarzaj)

Posts: 9

Active Member

Shelby hi. Can you please share with me some of those reports that you mentioned to track AR. Can you please email me at [email protected].

Thanks,

Posted : April 22, 2016 7:08 am

lrobinson21

(@lrobinson21)

Posts: 10

Active Member

Hello

Our office would love to check out those reports as well. My email is [email protected]

Thanks!

Posted : May 6, 2016 7:19 am

hlaw97

(@hlaw97)

Posts: 1

New Member

Shelby, we are also having issues with tracking AR. Would you be able to share those reports with me also? It would be greatly appreciated!

[email protected]

Posted : April 21, 2017 12:41 am

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