Credit Management

Automated Diary

Automated Diary for credit controllers enhances efficiency


CMS3000 generates a diary of actions for each credit controller. Actions can be sorted by customer, date, action type, collection amount or customer balance and overdue tasks are highlighted in red. Upon selection of a call action, the credit controller is provided with all the information needed to complete the action including contact and communication information, financial balances including number of days overdue and due date, outstanding transactions supporting drill down, call scripts, queries and notes. Historical customer information is also available to view including call note, credit path history, credit status history and queries. This leads to efficiencies and accuracy and greatly assists your credit staff with their role.




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