New Features and Fixes coming in late February 2014 for Collections Management
With the latest release of Collections Management only a month away, there is plenty to look forward to. In addition to fixes of issues, there are a few new features to look forward to:
- Faster Load times for the Collection Plan Processing Window: The Collection Plan Processing Window now loads instantly, and will populate results only when you tell it to. Because it will be looking up values based on your inputs, the time it takes to load the window with data has been greatly reduced. In addition, a new progress bar in the window will give you an idea of how long it will take to finish opening.
- Copy in your Salespeople on Collection Emails: Whenever you send out a Collection Email, you can now choose to Copy, Blind Copy, or no copy at all the Salesperson assigned to that Customer ID. This will allow Salespeople to keep better track of outstanding Collection amounts to help your business make better decisions about new sales and the risks involved.
- Allow Invoices to attach to emails regardless of File Extension: Previously, you had to select Adobe PDF as the invoice type choice for the Invoice Folder options, which automatically can attach professional looking invoices you’ve already generated, if you wanted to send a PDF. Now, you can leave the value in Collections Setup as text, and the PDF’s will still attach to the email without the errors about needing to install Adobe. The same applies also for Word documents, HTML files, and comma and tab delimited files!
- Invoice folder can pull on all Sales modules: Previously, the invoice attachment for including previously created invoices in PDF or Word doc format feature only worked for RM module generated invoices. Now, the invoice can have been created in SOP, Invoicing, or RM, and so long as it is in the Invoice Folder specified in Collections Setup and named using the GP Document number, it will be included!
Those are just a few of the new features set to come out. Many fixes have been made, making this next release the best Collections Management yet!