Credit Hound Alerts for Sage 200 Overview
Codeless Platforms’ Credit Hound Alerts for Sage 200 provides Sage 200 users and partners with a complete pack of alerting tasks to help take full control over credit control management.
The Credit Hound alerting pack includes fully configured alerting tasks for credit limits, account on stop, disputes, transactions and chasing notes.
Download DatasheetCredit Hound Alerts for Sage 200
Credit Hound Automated Alerting Tasks for Sage 200 includes:
- New customer has been synchronised into Credit Hound: Get notified as soon as new customers have been synchronised to Credit Hound, making the users aware in case they need adding to a group or category
- A customer has been put On Stop: Get alerted if a customer has been put On Stop in the accounting solution or in Credit Hound
- Customers over credit limits: Receive a new notification if a customer has exceeded their Credit Limit, thus enabling Credit Hound users to take necessary action quickly if required
- A new transaction note created by another Credit Hound user: Get notified if another Credit Hound user creates a new transaction note
- A new dispute note created by another Credit Hound user: Get notified if another Credit Hound user creates a new dispute
- A new callback note created by another Credit Hound user: Receive a new alert when another Credit Hound user creates a new callback note
- A new automated chasing note created by another Credit Hound user: Get a new notification if new automated notes generated Credit Hound’s Rules and Actions, or manual chasing if they been created by another Credit Hound user
- Payments have been made for outstanding transactions that completed To-Do items: Become aware when payments for a transaction are made, that a Credit Hound user had a diary reminder for
- A new task has been assigned to me: Get notified of all the To-Do items that have been assigned to a specific user
- Transactions over x days old have not been chased in the last n days: Get alerted if any outstanding transactions have not been chased for a number of days. For example, if transactions over 30 days old haven’t been chased in the last 7 days
- A transaction has been in dispute for over x days old: Get notified if outstanding transactions have been in dispute for a number of days
- A new category has been created: Specified users (e.g. a manager) will be notified if a new Category has been created in Credit Hound
- Summary of when rules were run: Become informed when the Rules and Actions configured in Credit Hound were last run
- Account notes added: Get a new notification of account notes added to a Credit Hound account by a user
- Change default contact for a customer: Be alerted if a default contact of a customer has been changed
Benefits of the Credit Hound Alerts Pack for Sage 200 include:
The pre-built package of automated alerting tasks are designed to monitor the critical information within your Sage 200 application so that you can:
- Identify potential problems before they eat away at your profits
- Stop devoting employee time to administrative tasks
- Concentrate on growing your business
- Enforce business rules and procedures throughout the company
- Save time and money
