What's the best way to keep track of delinquent clients, i.e.. tech support clients who haven't paid. I know that I can create a group, but I would really like a VISUAL queue that a particular client is delinquent when I pull up their record?
There's tons of ways to do this with ACT! There is an add-on that works with your business processes to move/alert/tag/assign activities/etc to clients based on certain criteria. It's called SAM, and is from CRM AddOns. I personally like this, especially if you have multiple events that happen when a client goes dq - send an email, sched a call, etc.
A simpler option is Automatic Field Calculations by Exponenciel, which can calc a date difference (i.e. if TODAY - DUEDATE > 30), and then put that info in a field for you to notice.
Hope this helps...
Richard Brust ACT! Certified Consultant richard@rbrDataSolutions.com
Raichard, these are wonderful ideas and ones that I would, of course, would would never have discovered. Will pass along for consideration and approval.
Bookmark & share