Manage Automated debt reminders and document reminders with Automation Report
With all the advancements with Automotmation in CAS 360, to help you maintain control and stay on top of what is being sent to your clients we have implemented the Automation Report.
The automation report will be shown to users who have the automated reminders activated. You will see this report as soon as you log into CAS 360 just as long as there have been reminders sent since your last log in.
The automation report will also include Automated Document Reminders and Automated Debt Reminders that have been sent since the last time the user logged in.
When the automation report is displayed you will also have to option to export it to PDF or MS Excel.