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May 3, 2021 Update

Bectran-Support
  • Updated
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Features/Enhancements:

1. Sales users can now log paper Credit Applications and paper Job Sheets into the Bectran system.

To enable this configuration for the sales team:

  • Navigate to Settings > Organization > Business Group > Advanced Config > Category: Sales User Workflow > Enable Log Paper Credit App/Enable Log Paper Job Sheet

    • Once Enabled, Sales reps can access from their home screen.

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2. Bectran users utilizing the Contractor Job Sheet module can now transmit job and decision data directly to Levelset from the platform (additional charges apply).

To enable this configuration for approved job sheets:

  • Navigate to Settings > Job Sheet Lien Tracking Package (Only visible once subscribed to) > Configure Credentials

    • Once Configured, the option will display on the decision screen of an approved application

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3. Credit users can now have Sales pre-qualification routed to the Ops Unit Primary Contact, instead of the assigned Sales user.

To enable this workflow for your team:

  • Navigate to Settings > Organization > Business Group > Advanced Config > Category: Credit Management Workflow > Sales Prequalification required

    • Primary Contacts must be configured

    • Navigate to Settings > Organization > Operations Management > Sales Pre-Qualification by Primary Contact

      • If this is set to yes, Primary Contacts will be notified to pre-qualify applications for their ops units

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  • To assign primary contacts, click the View & Add Operating Unit button

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4. Credit users are now able to remove the Account Number field from the paper Credit Application form.

To enable this configuration for paper applications:

  • Navigate to Settings > Organization > Business Group > Advanced Config > Exclude Account Number From Paper App

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5. AR users can now send the Account Statement email to multiple customers at once, via a single click.

To enable this configuration for your accounts:

  • Navigate to Settings > AR Settings > AR Policy > Send Account Statement Email

    • Once Enabled, Account statement will be an option from your AR Home screen

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