Each customer record has a Customer Activity Log that contains all the job queue items, or trackers, that have been assigned to that customer ID. An Activity Log is an archive where information about the customer is stored. It can be a significant part of the receivables collection system. Use the Customer Activity Log to log collection efforts and schedule follow up actions to get collection results.
Use the Call Tracking Entry screen to create a tracker related to a specific customer. You can use this tracker enter comments that document any conversations you have and to describe the issues to be resolved with them. For more information, see Creating a New Tracker.
Use the Customer Activity Log Tracker Viewing screen to view all log entries made about that customer. These entries are listed in time and date order, with the most recent information first. For more information, see Opening an Existing Tracker.
See Also: