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John,

We have a web based CRM system with notes, tasks and templates to create
tasks that fits the bill.  It is based on new technology (Eclipse based
XLr8) and runs on either Unidata or Universe using Apache Tomcat and our
middleware called U2Weblink(tm).  One of our clients uses the system to
collect monies that are generated on their telnet based system.  We allow
imports and exports to the system.  The system uses our before and after
image transaction based processing built into our XLr8 tool that allows
easier interfacing.

Contact me off line for more information.

Doug Averch
303-768-9601 x31
www.u2logic.com
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-----Original Message-----
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of John Hester
Sent: Tuesday, July 01, 2008 4:14 PM
To: [email protected]
Subject: RE: RE: [U2] [UV] AR collection software

> -----Original Message-----
> From: [EMAIL PROTECTED]
> [mailto:[EMAIL PROTECTED] On Behalf Of 
> [EMAIL PROTECTED]
> Sent: Tuesday, July 01, 2008 11:46 AM
> To: [email protected]
> Subject: Re: RE: [U2] [UV] AR collection software
> 
> John
> 
> Are you making the move from being factored to trying to 
> doing your own credit and collections?   So that you need to 
> track outstanding orders and compare them to outstanding invoices and 
> the customer's credit limit?
> 
> Or do you already have invoicing, cash posting and an aging 
> system?    And just want to track dunning your customers?   
> So that you want to keep an electronic phone log of who was called by 
> whom and when and which invoices?
> 
> Roger

Roger, it's the latter.  We want to automate the collections specialist's
process so she doesn't have to flip through screens and do research to
figure out who to call next.  Unfortunately I don't have too many other
details at this point.  We're still in the process of gathering user
requirements.

-John
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