Take Queries to the Next Level
Collection Queries are a great tool to help filter down a group of customers that meet a specified set of criteria. For example, you can run a query by Salesperson, region, balance, and much more.
Often times we get requests on how to see the results of a Query. You can view the results of a query by going to Sales pane >> Transactions >> Query Letters. At the top of this window is a Blue Expansion Arrow next to the current query number results. Click on it.
This brings up the Collections Management Query Results window. From here you can scroll up or down and view all of the different customers, balances, overdue amounts, primary Salesperson, and much more.
One additional feature you can do from this window is to click the print button, which allows you to print out the list, sorting by Customer ID, Customer Name, Total Due, or Balance Overdue.
This report can then be shared among your department so that everyone can review it. To take it one step further, you can print the results to a .csv file to open this up in MS Excel.
Once in Excel, you can run all sorts of new queries on this information.
For example, by running a Pivot table and a pie chart, we can see what telephone area codes have the highest overdue balances. We can use this information to plan improvements and focus our collections goals on these areas in particular. The possibilities are limited only by your imagination!