The contact for collection
is the person to whom My DSO Manager
will send all the automatic actions.
In order for these automatic actions to be carried out, this contact must have a valid email address for automatic actions by Email, or a mobile number for automatic actions by SMS.
There can only be one contact for collection
for a customer account even if it is possible to perform manual actions towards other recipients.
You have several possibilities to define the contact for collection
1. Inside the customer file
On the customer file, open the drop-down list
then select the contact to configure. Contact
All you have to do is check the Contact for collection
box and save your changes:
2. Mass change by importing contact data
Define in your import file which is the Contact for collection for each customer by adding a column and then entering « 1 » when this is the case.
Then associate this information with the My DSO Manager
« Contact for collection » field. These contacts will thus be defined as privileged contact for collection in the customer file.
→ Need help: How to import your customers contacts details ?