Shaw Software Product Tips: COLLECTIONS
Below are some quick product tips for our COLLECTIONS software:
- Get more mileage out of your activity definitions by utilizing the “Refer To” property.
- Use APF rules to limit availability by account level criteria.
- When color coding scan-a-list all fields used as rules MUST be included in the scan-a-list display.
- The “Move Account” function is a quick and easy way to move accounts and individually assign them to specific lists (eg. Extension Approval,) from there, an activity configured with “Refer To” property of “Back” (tip 1 above,) will return the account to the original sending list and revert the assign type to what it was before the original list move.
In this post we offer some quick product tips for our COLLECTIONS software. This is the second part of a series. Be sure to check back for the next installment.
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