Payment and Call Log History

The software allows you to track payments on a selected customer's loans. You also have the option of tracking phone calls you made to the customer as well as viewing the call history. Both history lists are displayed in the bottom section of the Dealer Financing tab, and you can swith back and forth between the two views by simply selecting which view you wish to see.

To view a customer's payment and phone log history, click to select and highlight a customer's name within the customer loan list as described in the Customer Payments section of this manual. Once the customer has been selected, you can view payment or call history by clicking on the appropriate radio button (filling in the apporpriate circle) shown between the customer list and the history list. By default, the software will display a customer's payment history.