Requirements: The ability to add additional attachments to an invoice Option to included attachments in email communication Sync attachments from the ERP - not required. Client examples: AR: BDI would like the ability to attach supporting material...
We have seen examples of client's utilizing multiple campaigns for their customers, with each campaign being very similar to the others. For example, JobGet has three unique customer types, corporate payers, agency payers, and COS payers, in which...
Friction: There is no way to assign all clients to a campaign, as invoices are issued for clients they come into view. How can the AP manager ensure all clients are on a campaign. Ensure clients are all assigned and do not fall through cracks Faci...
Stella Rafaelidys
about 2 years ago
in AR Enhancements
1
Released
When updating copy for an email, either a template a campaign or a reminder, it is very hard to see the full content because the indow is very small. Can we increase the size dynamically so it is easier to review and edit the content.
Stella Rafaelidys
about 2 years ago
in AR Enhancements
1
Released
Facilitate the user to send the invoice from centime for the first time. Ideally all communication should be delivered from 1 source, this will streamline communication and create a more consistent experience for the customer. Workarounds: One off...
Stella Rafaelidys
about 2 years ago
in AR Enhancements
0
Released
Tomorrow.io is very excited about offering CC payments via CentimePay to their monthly contracts. They would like the flexibility to turn off ACH and only offer CC. I realize that this is the opposite of most clients, who have requested the abilit...
User frequently adds additional contacts to communication. They also work with Partners where sometimes the partner is billed instead of the customer. They would want to communicate with both and see all contacts available in Centime. This is also...
Stella Rafaelidys
about 2 years ago
in AR Enhancements
0
Released
Customer hierarchy: Visibility & ability to assign campaigns
Multiple hierarchal relationships: Parent / child +++ (Not visible currently) Child / project (Currently visible in Centime, flattened to one line - example below) A few different goals for hierarchal relationships: Visibility: Parent with drop do...
Stella Rafaelidys
about 2 years ago
in AR Enhancements
0
Released
Overview: Given the feedback we have collected regarding the information displayed in AR and requests for additional data to be included that make this a CRM for the AR manager. Note: The text of the last note, required wrapped text Note date: Whe...
Stella Rafaelidys
about 2 years ago
in AR Enhancements
0
Released
There are cases where a client has a very homogenous customer base (in terms of collections) where a single campaign will be more advantageous than multiple campaigns (less work). For example, the client Island elevators wants to assign the same c...
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Released
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