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Home screen
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Last sync info
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User actions/customer actions
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My Accounts
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Setup default view
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Aging default - Std late
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Sorting - 61-90 late - Phone Call, get customer on phone
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promised payment
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message and setup f/u
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Sorting - 31-60 - Email reminder w/invoices, link, etc
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Schedule reminder to call customer within 7 days
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Sorting - 1-30 - Email reminder, copy of invoices
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Schedule reminder within days to call
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Searching for customers
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Updating views
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Reason Codes
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Procedure Notes