NO FAX OR EMAIL COD CUSTOMERS
THIS TASK IS PERFORMED AFTER SENDING COD EMAIL REMINDER
No Fax or Email for COD Customers
(WEEKLY TASK – TUESDAY & THURSDAY)
Ø Update A/R Masterfile go to COD tab based on Pinnacles data.
Ø Collate all the customers with current or partial balances that have no fax or email address from the COD masterfile.
Ø Add customers together with the phone numbers to NO FAX/EMAILS CUSTOMERS tab on A/R
s so Leah can call customers and ask customer for the email address.
- inform Leah that A/R Masterfile is updated.
Ø
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