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Quantum VS Help: Credit Control And Reviews |
A Credit Review Ruleset is a saved record which, when run, will carry out its constituent Actions and/or Rules in order to carry out bulk procedures such as updating customer account statuses, telephoning customers and issuing customer Credit Control letters.
This section covers:
Note: To see some simple examples of Credit Review Rulesets you may wish to create and customise, see Simple Credit Review Ruleset Examples.