Turn this on to put the account in Outstanding A/Rs. Turn it off and it drops straight back out.
A/Rs post on the 1st, so pick the month your system shows it in. Picking August means their July aging report came in on Aug 1.
Updates automatically from notes and actions. Leave blank to let notes drive it.
Contacts
Project
Delete this account?
This will permanently remove the account and all its contacts and notes. This cannot be undone.
Import from Excel
Drop your Excel file here
Click to browse, or drag & drop an .xlsx file
JD
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★ Primary Contact
Notes
CDI Credit
Create Action
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New Template
Paste the SharePoint link to the folder holding the documents for this template.
Use SharePoint's Copy link and check who it is shared with before sending it to a customer.
💡 Tip: Use [Company Name], [Contact Name], [Your Name] as placeholders — replace them when you paste. Press Ctrl+Enter to save.
How did the outreach go?
Closes this out without scheduling anything further.
