Follow

How do I move a client from Phase-1 to Phase-2

How do I move a client from Phase-1 to Phase-2

  1. Go to the Open Balance (membership report)
  2. drop query to custom query
  3. set membership status to phase-1 collections
  4. add any other criteria
  5. Search
  6. Click icon send to collections
  7. Change collections phase: to Phase 2
  8. Edit Members that need to be sent to phase II to include them in the batch
  9. Process Batch
 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk