Are you using the correct Compliance Profile for each client? PDA has over 150 Compliance Profiles and each office has the clients in their area downloaded into the Compliance Utility for use. Please ensure you are choosing the correct Compliance Profile for each client.
You may also like
Please remember to run the Pending Invoices Ad Hoc Report every week to ensure all invoices are being sent to the client […]
Are you responding to your phone calls timely? To emails from your customer’s? Do you have all emails and phone calls come through […]
MetLife Total Loss: Remember Primary Point of Impact is TOTAL LOSS (15)
Get involved! Use the Volunteer button in the PDAFMS menu ribbon to volunteer for projects, testing, and technology development.