Centime Ideas
Clients want to reference / view / share all communication between them and the customer. AR managers need to be able to outline the work that they have done to collect, both to demonstrate work AND to properly understand next steps. They need to assemble this across a few different levels.
What work has been completed to collect against this invoice
What work has been completed to collect for this customer
What work has been completed for all of my customers
What to include:
Show all communication: Email & tasks (when live)
Show all notes
With date & user stamps
| Client / Prospects AWAITING (internal only) | LightCast, Dandelion, OutSolve |
+ Outsolve
Outsolve's CFO Greg has the team use Notes in Intacct & uses the reporting to keep track of collections progress/efforts. They want to move this to Centime & be able to export.
They are also wondering if possible to import notes from Intacct to Centime to keep track of progress.