Draycir Solutions for Codeless
Process your payments faster and chase payments effectively with our Codeless Platforms integration
Credit Hound alert pack
Credit Hound and Codeless Platforms have joined forces to enhance your Credit Hound experience with an alert pack. This has been produced to allow additional alerts and reminders which ultimately further increase Credit Hound’s capabilities
Key Benefits for Codeless users
New customer has been synchronised into Credit Hound
Get notified as soon as new customers have been synchronised to Credit Hound, making the users aware in case they need adding to a group or category
A customer has been put On Stop
Get alerted if a customer has been put On Stop in the accounting solution or in Credit Hound
Customers over Credit Limits
Receive a new notification if a customer has exceeded their Credit Limit therefore allowing users to take necessary action quickly if required
Payments have been made for outstanding transactions that completed To-Do items
Become aware when payments for a transaction is made, that a Credit Hound user had a diary reminder for
A new task has been assigned to me
Get notified of all the To-Do items that have been assigned to a specified user
Transactions over x days old have not been chased in the last x days
Get alerted if any outstanding transactions have not been chased for a number of days, for example if transactions over 30 days old haven’t been chased in the last 7 days
A transaction has been in dispute for over x days old
Get notified if outstanding transactions have been in dispute for a number of days
A new category has been created
Specified users (e.g., a manager) will be notified if a new Category has been created in Credit Hound
Summary of when rules were run
Become informed when the Rules and Actions configured in Credit Hound were last run
Account notes added
Get a new notification of account notes added to a Credit Hound account by a user
Change default contact for a customer
Be alerted if a default contact of a customer has been changed
Credit Hound Notes: New transaction
Get notified if another Credit Hound user creates a new transaction note. For example, if a BI User or Limited user has added a note to a transaction, this alert will make Credit Hound users aware
Credit Hound Notes: New dispute
Get notified if another Credit Hound user creates a new dispute
Credit Hound Notes: New call back
Receive a new alert when another Credit Hound user creates a new call back note
Credit Hound Notes: New automated chasing
Get a new notification if new automated notes generated Credit Hound’s Rules and Actions, or manual chasing if they been created by another Credit Hound user
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