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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)

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