“Process Bulk” allows you to process a large number of accounts rendered records at one time. Run your account rendered search and select records for processing. Click the “Process Bulk” button to open the OneCollect – Follow-up Actions screen.
In the following example, we are going to process an email batch.
As shown above, I have put a tick in the send email box and selected my email template from the dropdown menu. This will auto-tick the email field of all the records.
I have chosen my advance next action date of 14 days. The selected records will then not appear in the list for another 14 days. Running an “All” account rendered search will still find these records if amendments or actions are required sooner.
I have ticked my “change status” box to move my “batch” to the next processing stage. In this case my Final Reminder stage.
Some of my records show a red box around the email field for that record. This indicates there is no email address set for this client/account rendered contact. The grey cog to the right allows you to edit the client details and add an email address without needing to exit this screen. Click the grey cog to open the Primary A/R Addresses screen. Add in details and “Save & Close”.
The Process Bulk screen will not process if any records show a red box. If you don’t have the details (email address, phone number or address) to add then you will need to deselect the record before processing. You can still advance and change the status of a record if you choose – by leaving the ticks in the “Status” and “Date” fields. Clicking “Process” will automatically generate and send emails.
On completion, the following message will display.