Using Contact Types in Accounts Receivable

Using Contact Types in Accounts Receivable

Contact types are descriptive titles for actions taken on contacting customers over past due balances.

Setup:

In ACR > Setup Information > Screen 4 of 4, set up your contact types. Example:

1. 1^st phone call

2. 2^nd phone call

3. 1^st letter sent

4. 2^nd letter sent

5. Final Letter

6. Turn For Collections

7. Attorney Notice

8. Sue

Then, mark the Yes/No flags to where you want these notes to be visible. There will be a yellow post it button illuminated where you say Yes to making the notes available.

Then, in Customize > System Security, make sure the ACR > Account Balance Inquiry security option is set at a high enough level. To be able to add and delete contact information, this must be at a level 6.

Adding the Contact Types

To add the contact types themselves, go to ACR > Account Balance Inquiry > Pull up the name ID > Select the location line > Choose option 12. Contact Information. Choose Insert.

Input your contact type and any other information you would like to document.

Reading a Contact Summary Record

1. Entered: This is the computer’s DOS date and time.

2. Description: This gives a general description of the contact.

3. Reference #: This could be the name of the contact person, the receipt number for certified or registered mail, litigation reference, court docket number, or other information.

4. Amount: This is the agreed upon payment amount.

5. Type: This is the code number for the contact type.

6. Promise: This is the date that the customer has promised payment.