In a previous, post we discussed how to setup and fill out user defined fields. In this post, we’ll go over how to use those user defined fields to take your collecting processes to the next level.
Before looking at the various options, let’s take a look to see what our current user defined fields are and then head off to look at where we can use these in action:
First stop, the Build Query window. The Build Query window lets you search for a group of customers that meet criteria which you define. The a group of User Defined Fields will show up on the Cust. Info Tab:
We can search on List 1, List 2, Text Field 1, and the Date field. Adding in a few of those options and running that query will help limit options down based purely on that information we have searched for.
Those Queries will allow you to rapidly group Customers for assigning to Collection Plans, Building focused Query Letters, and filter on the Collection Plan Processing window.
These powerful fields can also be added to your customized and modified reports. **For example, you can download the following Report Package and import it into GP to view all the Customer Collection Information in one compact report:
To view the Report, simply go to Reports —> Customized, select the report and print!
You can change those fields using the standard Report Writer module in GP to be and appear however you need it to be. That ends up being a great way to view your customer information in a way that Receivables Management alone could not provide!
**Directions to import a customized report are available at the following Knowledge Base (KB) article from Microsoft:
KB 855278 How to export and import reports in Report Writer