Make the Switch Over to Using Collection Plans

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3 Responses

  1. Johanna says:

    Hi, I want all my clients to be under the same processing plan. How do I make this happen for my 795 clients without having to set them up individually? Thank you,
    Johanna

    • Hello Johanna,

      Thank you for your question. To assign all of your customers to the same Collection Plan:

      1. Go to Sales pane —> Cards —> Assign Customers To A Collection Plan
      2. In the “Assign To Collection Plan” field, enter the Collection Plan id you setup.
      3. Click Mark All. Then click Assign.

      Please give that a try. If you have further questions, feel free to contact your Partner or our support line.

      Thank you again for your question!

  2. Johanna says:

    Hello,

    New question… whenever I select “Process All Customers” only the first one gets processed correctly. All the other customers get a blank email that says “Statement attached” and nothing is attached.
    Am I missing something?

    Thanks

    Johanna

    Oh… long shot.. Do you have a manual? My people seem to only have 2010 available.

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