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Allowing a User to Close Accounts

  •  A user can close accounts by using a smart code (system control menu – smart codes) which will apply a close code through the decision and action lines set up in the smart code 
  •  It is also possible to move the cursor to the close code field on the account detail screen and key in a close code, provided the user has been given the authority to do so. This authority can be assigned in the field “close accounts” (system control menu – system security). Allowing a user to close accounts using this feature also gives the user access to fields such as collector code and client account number on the account detail screen. Please read through the help for the options available to you


Keywords - Kbase Smart Codes Kbase Smart Code Close Accounts 

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