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Customer Hold Status

You use this task to place customers on—or release customers from—hold status based on:

The number of days a customer has had a past-due balance

The customer's having reached a specified percentage of the customer's credit limit

The Use e-agent to place or release from credit hold checkbox selection in the Customer records, which determines if e-agent is permitted to change a customer's credit hold status when this task is processed

Tip: You can configure this task to e-mail a report to your specified e-mail address(es), indicating which customers were placed on hold and which customers were released from hold. Collections personnel can use information generated by this task to contact customers who have past due balances and/or credit granted beyond the approved limit. Best practice is to run this task daily so that the customer hold status is always current.

General Task InformationGeneral Task Information

From the e-automate Tools menu, select E-agent to open the E-agent - Tasks window.

From the e-agent toolbar, click [New]. E-agent opens the new task window.

From the list, select Customer hold status.

Click [OK]. E-agent displays the task setup window.

In the Task name field, leave the default name or enter a new name for the task.

Note: All tasks must have a unique name. If you are using multiple tasks for a variety of reasons, each task must have its own, unique name. You can schedule all tasks at different intervals.

In the Task engine field, use the drop-down menu to select the task engine on which you want to run the task.

In the Task user field, use the drop-down menu to select the user under which e-agent is to run this task.

To make this task operational, check the Enabled checkbox.

Options TabOptions Tab

Click the Options tab to bring it forward.

To only include customers with a past due balance, do the following:

Check the Number of days customer has a past due balance checkbox.

In the Number of days customer has a past due balance field, specify the number of days beyond which a customer's balance must be past due for the customer to be placed on hold status when this task is processed.

To only include customers who have met or exceeded a specified percentage of their credit limit, do the following:

Check the Percent of credit limit at which customer will be placed on hold checkbox.

In the Percent of credit limit at which customer will be placed on hold field, specify the percentage by which a customer's balance must have met or exceeded the credit limit for the customer to be placed on hold status when this task is processed.

Note: Typically, if you want to allow your customers to use their maximum credit amount, this percentage will be over 100%.

To remove customers from credit hold if they do not meet the conditions you specify in Steps 2 and 3 above, check the Based on the above settings take Customers off hold status checkbox.

Note: If you check this box, all customers that were not put on hold by the customer hold status task will be taken off hold when this task is processed—including any customers that were put on hold manually. This task also requires that Microsoft Outlook be running for sending e-mail.

To exclude customers from being placed on hold if their credit balance is below a specific monetary amount, enter in the Don't place customer on hold if balance is below field the balance below which a customer will be considered exempt from being placed on hold when this task is processed.

To send an e-mail summary to the recipient(s) listed in the Notification e-mail field when this task is processed, check the Send e-mail summary checkbox.

Schedule TabSchedule Tab

You can choose to schedule the e-agent task so that it runs on an interval and/or you can run the task manually whenever you choose.

To manually run the task see the "Manually Running Tasks" section of the Task Functionality topic.

To schedule the task to run on a defined schedule, do the following:

Click the Schedule tab to bring it forward.

In the Recurrence pattern region, select Hourly, Daily, Weekly, Monthly, Last day of month, or No recurrence to indicate the frequency with which you want e-agent to process this task.

If you selected Weekly in the previous step, e-agent displays a Run on region with a checkbox for each day of the week. Check the box for each weekday on which you want e-agent to process this task.

In the Start recurrence field, enter (or use the drop-down calendar to select) the date and time you want this schedule to begin.

Note: This field is not available if you set Recurrence pattern to No recurrence.

In the End recurrence region, do one of the following:

Note: The options in this region are not available if you set Recurrence pattern to No recurrence.

To have e-agent process the task indefinitely using the specified Recurrence pattern, select No end date.

To have e-agent process the task only a specified number of times using the specified Recurrence pattern, do the following:

Select End after __ occurrences.

In the End after __ occurrences field, enter the number of occurrences.

To have e-agent process the task through a specified end date and time using the specified Recurrence pattern, do the following:

Select End by __.

In the End by __ field, enter the date and time by which processing of this task is to end.

Completing the TaskCompleting the Task

In the Notification e-mail field, enter the e-mail address(es) of the person or persons the system should notify each time e-agent completes processing of this task. To notify multiple recipients, separate each e-mail address using the delimiter associated with your e-mail program (e.g., if your e-mail program accepts a semicolon as a delimiter, you could enter janedoe@company.com; johndoe@company.com; joe@company.com to have the system send notifications to three e-mail addresses each time e-agent completes processing of this task).

Click [OK] to save the task settings.