Collections Management for Dynamics SL
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Description
Crestwood provides a specialized application for automating time-consuming collections activities in Microsoft Dynamics SL.
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- Save Time and Money
- Reprint invoices “on the fly”
- Mass email your Customers based on specific criteria
- Mass create to do tasks based on specific criteria
- Email clients directly from SL and attach overdue invoices
- View contact activity/history
- Schedule future activities
- Create template documents including letters and emails
- Automatically record when an email was sent, or a letter or invoice was printed
- Perform small balance write-offs
- New 2015 Features Include – Additional Collections Templates, Sort and Filter capabilities, Improved Reports
Compatible with (but not required) Microsoft Dynamics SL Order Management, Flexible Billings, Currency Manager and Multi-Company Module. Microsoft Dynamics SL Customization Manager Required.
Now available for Dynamics SL 2011, 2011 FP1, SL 2015 and SL 2018 (Dynamics SL Customization Manager is required)