-
Open the Customer 360 to see all aggregated data for the account.
-
Review the top summary row: customer details, financial summary, payment behaviour, and live risk.
-
Scroll to Open Transactions.
-
Open the actions drawer.
-
Multi-select the transactions to action.
-
Create a task or set up a repayment plan.
-
Optionally update or export the selected transactions.
-
Hide the drawer when finished to maximise screen space.
-
Review Active tasks, Active orders, Associated contacts, Documents, and Customer-level charts.
-
Click a contact number to place a call via your desktop VoIP provider.
-
If there’s no answer, leave a note on the account and review previous notes (time/date/author stamped).
-
Go to the Communications tab to view full email history.
-
Click Email to open the composer.
-
Use Email templates and select Pre-due reminder.
-
Check the email body (custom logos + customer-portal invite link).
-
Confirm the sender address.
-
Optionally attach a file and/or attach a grid.
-
Preview the email, then Send (or Close to cancel).
-
Reopen your pre-filtered customer list.
-
Select the next customer and repeat the workflow.
