If a phone action has been set up on a stage of Credit Control, this will generate a notification for the requested user to advise them to call the resident in question.
Telephone Action Management
Phone actions can be managed from the telephone actions page in Mabdeck. You can find this in the Credit Control menu on the top right of your screen.
Although Mabdeck won't call a resident on your behalf, you can log information for any calls which are made on this page. Click the Call button to open a form to fill in, when a resident is contacted.
The form will provide all the information you need regarding the resident's outstanding balance and credit control stage. You can add a note to the form to summarise what was discussed on the call, which will save as a note to the account in Mabdeck too!
If you're unable to contact the resident, or a second call is required, you can choose for Mabdeck to generate a follow up action off the back of the first call. This will generate a notification to call the resident a second time.
Choose the date you would like the follow up action to generate, then add a summary to the follow up action. You'll be able to view the summary when you come to follow up! You can also assign a user, for whom the follow up notification will be generated. Click Save to add this to the account.
Follow Up Action Management
Follow up actions can be found on the Follow Up section of the Credit Control menu.
You can view the summary from the previous call here, as well as all of the historic notes on the account.
Click Follow Up to save a summary of what is discussed on the call. Here you can also schedule a further follow up notification if required.
Click Save to save all data. All notes will also be posted to the account page of the resident in Mabdeck so they can be referred back to at a later date if required.
If you're looking for information on setting up a Credit Control process, or details on what each of the Credit Control actions do, check out our other articles.