AccfinSky's CRM or sticky note system as we call it includes a robust "Debtors Notes" or sticky notes function that significantly enhance communication and task management. These tools are invaluable for tracking and managing correspondence received from SARS and other client interactions.
When SARS downloads an assessment and notice into the Sky system, a sticky note is automatically created. This ensures that all correspondence is recorded and follow-ups are scheduled appropriately. The sticky notes feature allows users to log details such as the creator's username, date, task descriptions, and allocate these tasks to specific team members. Open notes are marked with an icon next to the debtor’s code, making it easy to track pending actions.
The system supports filtering to display only clients with uncleared notes, viewing all notes for a client, and sorting notes based on various criteria. Notes can be exported to CSV for further manipulation, enhancing their utility in managing client interactions and ensuring compliance with deadlines.
Moreover, the sticky notes system can be used to take instructions from clients and circulate them to other workers, ensuring that everyone involved is informed and tasks are efficiently delegated. This integration is especially useful during the preparation of tax returns, where notes can be used to track activities like sending reminders to clients for required documents. These notes can be assigned to different team members, ensuring that all follow-up actions are systematically managed and no task is overlooked.
For more detailed guidance on using these features, visit AccfinSky's Debtors Notes Feature and Tax Return Management pages.
When SARS downloads an assessment and notice into the Sky system, a sticky note is automatically created. This ensures that all correspondence is recorded and follow-ups are scheduled appropriately. The sticky notes feature allows users to log details such as the creator's username, date, task descriptions, and allocate these tasks to specific team members. Open notes are marked with an icon next to the debtor’s code, making it easy to track pending actions.
The system supports filtering to display only clients with uncleared notes, viewing all notes for a client, and sorting notes based on various criteria. Notes can be exported to CSV for further manipulation, enhancing their utility in managing client interactions and ensuring compliance with deadlines.
Moreover, the sticky notes system can be used to take instructions from clients and circulate them to other workers, ensuring that everyone involved is informed and tasks are efficiently delegated. This integration is especially useful during the preparation of tax returns, where notes can be used to track activities like sending reminders to clients for required documents. These notes can be assigned to different team members, ensuring that all follow-up actions are systematically managed and no task is overlooked.
For more detailed guidance on using these features, visit AccfinSky's Debtors Notes Feature and Tax Return Management pages.
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