In this lesson you will setup all of your TermSync rules and preferences which dictate what customers are listed within the Collection Calls Needed list each day, based on how much they owe and how many days past due they are.
1. Within the Receivables Dashboard, navigate to the To-Do List board. Find the Collection calls needed and click on View which is located on the far right as pictured.
2. Select Edit Call Log Rules.
3. Enter your own collection call rules based on your company policy.
Please Note: The Escalation Rules allow you to escalate the call if the customer is over a certain balance and past due. You may also want to utilize the Net Balance feature which takes open credits into consideration allowing your Calls Needed list to only reflect customers with a positive net balance.
4. Lastly, click Save Changes to Rules. Now your Collection Calls Needed list is based on the rules that you setup. These can be edited at anytime.