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Keeping Track of Delinquent Clients

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Astute Commentator
Posts: 27
Country: United States
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Keeping Track of Delinquent Clients

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?

Many thanks!

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Accepted by topic author huntress
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 508
Country: USA

Re: Keeping Track of Delinquent Clients

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

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Solution
Accepted by topic author huntress
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 508
Country: USA

Re: Keeping Track of Delinquent Clients

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
Astute Commentator
Posts: 27
Country: United States

Re: Keeping Track of Delinquent Clients

Raichard, these are wonderful ideas and ones that I would, of course, would would never have discovered.  Will pass along for consideration and approval.

 

Many thanks!
Carolyn