Call Reasons

System Maintenance Menu -> Configure System Settings -> Customer Management Tab -> General Settings -> Call Reasons

Reason codes can be setup with descriptions, to help define A/R Collection calls.
An operator must be assigned a Security Role that allows permission to the Customer Management - Call Reasons in order to access this table.

When a collection call is logged in Log Calls an optional reason code can then be assigned to the next collection call that is planned for that customer.
The date of the next planned call and the reason for that call, are included on the collection report information generated from Print Call List.

The "Next Call" information including the reason and the date, can also be viewed in the Credit Information window in Customer Information.

Topic Keyword: ARLR01
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