Wednesday, October 30, 2013

The New Queues are Here!

 Finance Express is excited to announce that the new queues have been released. They will provide you with efficiciency throughout your dealership. We all have routines that we do everyday. Those routines we like to think of as workflows, so whether it's to manage past due accounts, aged inventory, customer prospects or just an overall glance at your dealership, the queues do just that.  Here are just some of the features:
 
  • Building a queue for accounts that are not past due
  • Having more than one person assigned to the queue to receive notifications
  • Ability to email the customer and customer can respond back with all communication being stored in the notes.
  • Documents can be attached to emails and if the customer's response back has an attachment that document will be viewable in the notes as well as will be automatically stored under supporting files
  • When posting a payment, the entire payment schedule will now appear so when posting large payments, you will not have to break down the payment into smaller segments
  • Posting payments, place out for repo, promise to pays, notes, viewing notes, etc are all available from the queue itself. You can work your accounts without opening the customer's account.
  • New alert message options. Create your own color schemes for non alarming notes on the account.
  • Repossession effective date. Show the date the repo was effective for rather than just the post date.
  • Build your own email templates and include your logo.
  • Create and customize your own queue layout. Have on the screen exactly the data you want to see.
  • Security rights for the queues
  • Build queues for inventory and deals. Work a list of aged inventory or customer prospects.
  • Migrate all your existing queues over to the new queue area
  • Have a customer fall in more than one queue using the new queue group feature
  • Turn your queue into a custom report
  • See the credit reporting history on your customer and the next date they will be reported to the bureau
  • Remove a disconnected phone number when making notes on the account so you don't waste time calling the number again.
  • Take two actions at once like making note that the customer refuses to pay and then placing out for repo all in the same screen. 
 
 

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