Common Tasks Bar
Under the Account Alerts section is the Common Tasks bar which provides the user a quick access to various tasks which are needed frequently.
The common tasks include:
- Creating a new Customer communication log. For details, see Verbal Correspondence.
- Posting payments. For details, see Payment Posting Options.
- Adjusting a Customer’s account. For details, see Adjusting Customer Billing and AR.
- Sending Letters to Customers. For details, see Written Correspondence.
- Accessing help..