Credit Reviews

A Credit Review is a routine, like a simple computer program, which can be set up to deal with repetitive Credit Control procedures, such as:

• sending bulk letter mailings; e.g. to customers whose account payments are overdue;

• telephoning customers; e.g. to establish when payments are due to be made; and

• updating customer account status.

For further details see the Credit Reviews Overview.

To see some simple examples of Credit Review Rulesets you may wish to create and customise, see Simple Credit Review Ruleset Examples.

Note: The option to use a Credit Review to update customer Diary updates through a Credit Review is due for implementation in a future release.

This section covers:

• Credit Reviews Overview

• Creating A Credit Review Ruleset

• Running A Credit Review

• Editing And Deleting Credit Review Rulesets

• Defining Credit Review Letters

• Simple Credit Review Ruleset Examples

NEXT: Credit Reviews Overview