How to assign a collector to a client?

The collector is the person in charge of the collection on a customer account.

There are several possibilities to set or modify the collector allocated to your customers:

1. Inside the customer file

This method allows modification over time, as needed. Click on the little blue pen at the top right of your customer file, then select the desired collector in the drop-down menu:

2. Mass change on selected customers

This option shall be preferred when you want to change the collector of a customers list according to some criteria. Go to the Clients tab:


Fill in your search criteria, or copy/paste a list of customer accounts from Excel (or other tool) in the Company code field:





Display and select all the customers, then assign them the desired collector (at the bottom of the page):

3. From Search & Assign, to set the default collector or apply the rightcollector according to your own criteria.

All new customers will be automatically assigned to collector based on the defined automatic assignment tasks or, in the event that no assignment is applied, the default assignment. This set up has to be done from Settings, AI Search & Assign, tab Collector ou tab By default:

4. Mass change by importing customer data

When this information is available in your ERP, it is possible to import the collector when importing customer data. Contact us so that we can set up your platform:

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