What's new to Debtors

Modified on Mon, 20 Apr at 12:07 AM

Version 71.04

This section outlines changes to the Debtors manual arising from changes made to Synergetic (versions 71.03-71.04).

Change	More information	See...
New debtor email merge fields for emails and SMSs.	The following debtor email merge fields have been added to allow you to personalise debtor emails: DebtorIDFull: populates the Debtor ID TotalOwing: total amount owing CurrentBalance current balance including charges the debtor has not been notified about (e.g. upcoming payment plan charges) BPAYReference: BPAYReference number. Tip: You can quickly create an email or SMS for all debtors by right-clicking the Debtor Selector and selecting Email All Records or SMS All Records. See Sending emails from a grid. Note: Currently, this functionality does not support sub-ledger accounts for debtors with multiple accounts. That is, sending an email or SMS to the sub-ledger account populates the details of the main debtor account.	Using the Send Email(s) window Using merge fields in emails and SMS messages

Change

More information

See...

New debtor email merge fields for emails and SMSs.

The following debtor email merge fields have been added to allow you to personalise debtor emails:

DebtorIDFull: populates the Debtor ID
TotalOwing: total amount owing
CurrentBalance current balance including charges the debtor has not been notified about (e.g. upcoming payment plan charges)
BPAYReference: BPAYReference number.

Tip: You can quickly create an email or SMS for all debtors by right-clicking the Debtor Selector and selecting Email All Records or SMS All Records. See Sending emails from a grid.

Note: Currently, this functionality does not support sub-ledger accounts for debtors with multiple accounts. That is, sending an email or SMS to the sub-ledger account populates the details of the main debtor account.

Using the Send Email(s) window

Using merge fields in emails and SMS messages

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