Tracey Smith

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Activity overview

Latest activity by Tracey Smith
  • Tracey Smith created an article,

    The Basics - Alerts and Notes

    Don't let critical messages slip through the cracks anymore. Elevate your game and never miss an important message again.   Other useful resources: Alerts and Notes What is an alert    

  • Tracey Smith created an article,

    The Basics - Managing Your Activities

    Feeling buried under a mountain of tasks? Ultmate's My Activities widget can dig you out.   Other useful resources: Managing your activities Calls and activities - add Calls and activities -...

  • Tracey Smith created an article,

    Adjustment - edit

    Adjustments (also known as journals) can be viewed and edited from the Maintenance menu Adjustments.  To edit an adjustment, click the edit icon.   Select the adjustment you wish to edit from the ...

  • Tracey Smith created an article,

    Compliance - Customer Family Harm Report

    The Customer Family Harm report selects all records of customers with Family Harm status. It can be run at any time from the Reports menu, Compliance and select Compliance - Customer Family Harm Re...

  • Tracey Smith created an article,

    Family Harm - add, edit

    If a customer is experiencing family harm or violence, and may be facing challenges that make it difficult to pay their energy bills, the Hardship / Family Harm screen is used to record this.   Add...

  • Tracey Smith created an article,

    MyAccount - Property Manager

    The MyAccount Property Manager provides all your information about their account and supply. Whether you are a landlord of one rental property or a property manager working across a thousand proper...

  • Tracey Smith created an article,

    The Basics - Send an SMS

    An SMS is an effective way to communicate. Keeping messages concise and clear is essential for easy understanding in a limited space.   Other useful resources: Send a SMS message Bulk send S...

  • Tracey Smith created an article,

    Customers - Active Customers report

    The Active Customers report lists the current/active occupiers for each apartment/unit. The report can be run at any time from the Reports menu, Customers and select Active Customer Report.   Filte...

  • Tracey Smith created an article,

    Customers - Credit Status Report

    The Customers Credit Status report provides the Credit Status for each customer, including the following information: Life Support Hardship Family harm On payment plan On smooth pay Connection sta...

  • Tracey Smith created an article,

    Send receipt email

    if your customer requests a receipt when they have made a payment, you can email a receipt to them. To email a receipt to a customer, click on the Accounts Receivable menu, then Transaction List an...