Credit Management Work Center Enhancements

The current release of Answers added several enhancements to the Credit Management WorkCenter.
 
►  The Hot List, Customer Aging, and Customer Payment History tabs of the Credit Management WorkCenter have been enhanced to allow sorting by almost any column desired in the grids by simply clicking on that column heading.

►  A small white arrow will indicate which column is currently being used for sorting.  The sorting can either be done in ascending order which is indicated by an upward pointing arrow or descending order which is indicated by an downward pointing arrow. If the sort order is not in the direction you wish, simply click the heading again to sort that column in the opposite order.  The sort order you used last will be remembered in your user preferences when you exit the tab and will re-default the next time you re-enter the same tab of the Credit Management WorkCenter.

►  This makes it easier for a credit manager to focus on customers with higher balances, higher late amounts, higher over credit limit amounts, older last payment dates, older invoice dates, older last called dates, etc. by sorting these working lists in the order that is most helpful.
 
►When viewing Account Analysis from the Hot List tab in Credit Management WorkCenter (also included in Customer Inquiry and the Executive Information Center), customer Statements can now be Previewed or Saved As. This option will allow you to view and/or save the documents as PDF’s in the same way as other Answers forms like Quotes, Invoices, and Purchase Orders. This allows viewing what a statement will look like before emailing or faxing one to a customer.  This option is not available when running batch statements from the menu or for the automatically sent statements from the menu.

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