Many firms and companies are not familiar with Reminders or, even if they've encountered them in their software, they may not realize how beneficial they are. Truth be told – Reminders are among the most underleveraged financial tools we have in Business Central.

WATCH: Reminders ▶

✔ Reminders are better than customer statements. 

One major advantage of Reminders is their ability to incorporate various levels. (This is unlike Statements, where we traditionally send one format enlisting everything.) This flexibility with varied messaging styles is an exciting feature, a novelty that is unfortunately absent in the case of statements.

✔ Implementing Reminders with Business Central 

Receiving a Customer Reminder definitely catches the eye that's why we strongly teach companies to use this incredibly effective approach. 

This doesn't have to be complicated. Thanks to the reminder templates that come with Business Central, you can quickly assign those reminder terms to the customer in just a few minutes, making it very straightforward.

 ✔ Easy and efficient Reminder Implementation with New View 

We take pride in making the implementation of reminders as a Phase Two project a breeze for you! We've got a great flowchart that walks you through all the steps of how reminders work, from drafting the reminder terms to delivering or pulling the final reminder.

Need help to tweak the different levels or change the wording? Or who should receive the reminders or how often to send them?  We've got you covered! We'll work alongside you throughout the whole process, guiding you on best practices for reminders.

Essential points covered in this episode:

[00:00:01] Why do companies hold off putting Reminders into place until Phase 2?  

[00:00:41] Features and secrets you may not know 

[00:02:02] Three-level reminders

[00:03:41] Access templates out of the box

[00:05:05] Top things that companies should prepare for putting Reminders into place? 

#NewViewStrategies  #ProcessImprovement #Reminders

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For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she’s worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User. As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals. Cari is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: Excel Expert credential.

About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! 

Let the experts help you tap into the true power of your BC / NAV system. 

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 

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With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

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