Collections Management by Professional Advantage

  • Collections Management by Professional Advantage

    Posted by Laura Duffey on August 20, 2019 at 3:09 pm
    • Laura Duffey

      Member

      August 20, 2019 at 3:09 PM

      Hi everyone,

      We are looking to deepen our knowledge of Collections Management by Professional Advantage, an add on for Great Plains. We have been using it for its enhanced receivables view, but we realize it is capable of so much more. We have not had any luck finding a consultant familiar enough with it to help us get set up and use the full power of the program. Do any of you use Collection Management to manage your accounts receivable? Any recommendations on a consultant who has experience working with it?

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      Laura Duffey
      Senior Staff Accountant
      New Management Services
      Jacksonville FL
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    • Stefanie Christiana

      Member

      August 21, 2019 at 2:49 AM

      Hi Laura,

      I recommend Jamie Evenson of Najaxa Software.Ā  She’s sharp and hard working.Ā  I believe she used to work for Professional Advantage.

      Jamie Evenson
      Najaxa Software LLC
      jamie@najaxasoftware.com

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      Stefanie Christiana
      Glidewell Laboratories
      Irvine CA
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    • Laura Duffey

      Member

      August 21, 2019 at 9:03 AM

      Thank you šŸ™‚

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      Laura Duffey
      Senior Staff Accountant
      New Management Services
      Jacksonville FL
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    • Mike Dibos

      Member

      August 21, 2019 at 11:59 AM

      We haven’t used this in a while, and your post reminded me that it’s available.Ā  By clicking on the link at the bottom of the CM screen, their website looks like it has some resources for the module, at https://www.profad.com/products/collections-management/#learnmore

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      Mike Dibos
      JAJ Enterprises, LLC
      Coburg OR
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    • Laura Duffey

      Member

      August 21, 2019 at 3:49 PM

      Thanks Mike.

      ——————————
      Laura Duffey
      Senior Staff Accountant
      New Management Services
      Jacksonville FL
      ——————————
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    • Griffin Swanson

      Member

      August 21, 2019 at 1:45 PM

      Hi Laura,

      As Mike mentioned we do offer a number of resources and free webinars on our Collections Management web page.

      We also offer training sessions directly from Professional Advantage as well. We typically schedule a 3 hour training session with one of our Collections Management Consultants. If that is something you’re interested in, please feel free to reach out to me at griffin.swanson@profad.com. I’d be happy to help coordinate that setup or answer any questions you may have regarding Collections Management.

      Stefanie and Mike, thank you both for helping assist as well! ?

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      Griffin Swanson
      Channel Product Manager
      Professional Advantage
      Greenwood Village CO
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    • Laura Duffey

      Member

      August 21, 2019 at 3:49 PM

      Thank you Griffin! We were able to attend your 3:00pm webinar and plan to attend a few others as well.

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      Laura Duffey
      Senior Staff Accountant
      New Management Services
      Jacksonville FL
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    Laura Duffey replied 6 years, 12 months ago 1 Member · 0 Replies
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