SELECT CUSTOMER
The Select Customer grid for the Customer Communications has an added feature - COLOR! Late customers are displayed in RED, customers with open commitments are highlighted in GREEN, customers with broken commitments are highlighted in YELLOW and current customers are displayed in BLUE. A customer is considered late if at least (1) one agreement is past due. A customer is considered current only if ALL agreements are current.
NOTE: When you select ALL CUSTOMERS, because some of these customers are inactive, they are all displayed in blue, as the system cannot calculate amount due and days late for inactive customers.
The Select Customer field at the top of this screen allows the user to type in the last name of the customer for which the user is searching. By pressing TAB, the CLOSEST matching record is highlighted in the Select Customer Grid.
Four (4) additional columns appear in this Select Customer grid, the table below defines these columns.
COLUMN DESCRIPTIONS |
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DaysLate |
This column contains the number of days late, for each customer listed in this grid. The highest number of days late for an active agreement are listed. For example, if a customer has 3 agreements 1 is 2 days late, 1 is current and 1 is 17 days late, 17 is displayed for the number of days late, because this is the agreement |
AmtDue |
This column contains the LATE RENT ONLY due for all active agreements for each customer displayed in this grid. |
CommitDate |
This column contains the date the commitment was made for each customer listed in this grid, if applicable. |
CommitDue |
This column contains the commitment due date for each customer listed in this grid, if applicable. |
The selected customer is chosen when you click PROCEED.
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Remember, you can use the list you build as a checklist for the customer's you have called. The last customer worked remains highlighted until you exit this grid and start over. This can help you remember the next customer in the list to be worked. |
