Customer Contacts 

Use

This function provides you with an overview of the contacts with a customer in a collection segment. For each customer contact you can display additional information in the lower screen area.

The tab page Customer Contacts is part of the function Process Receivables.

For information about how to create a customer contact, see Creating Customer Contacts.

Features

In the standard setting, for the current collection segment you see all contacts with the customer within the last 30 days. However, you can change this period and call up older customer contacts, for example.

If you make organizational changes within the period displayed and have assigned other collection segments to the customer, in addition to the current collection segment, the customer contacts of the previous segments are displayed. Only the previous segments where at least one company code that is assigned to the current segment was assigned are considered.

For each customer contact in this list you can use the following functions:

·        You can change the last customer contact. However, the prerequisite for this is that you have created the contact yourself or are entered as specialist in the customer contact.

·        The first line of the note is visible for each customer contact. If you select  Note with the quick info text Display Note, the entire note appears in the lower screen area.

·        The column Number of Dispute Cases shows whether and how many dispute cases were created during the customer contact. If you choose  Dispute Cases with the quick info text List of Dispute Cases, in the lower screen area, a list of all dispute cases created during the customer contact appears.

·        The column Number of Promises to Pay shows whether and how many promises to pay were created during the customer contact. If you choose  Promises to Pay with the quick info text List of Promises to Pay, in the lower screen area, a list of all promises to pay created during the customer contact appears.

·        The column Number of Resubmissions shows whether and how many resubmissions were created during the customer contact. If you choose  Resubmissions with the quick info text List of Resubmissions, in the lower screen area, a list of all resubmissions created during the customer contact appears. Completed resubmissions are also displayed.