How to use the multi-criteria advanced search

It is possible to do searches mixing items criteria (invoices, credit notes, payments, ...) and clients (client code, collector, payment profiles, ...) with multiples controls (equal, different of, start with, is between, ...).

From the Search tab, « Search for a Client » or « Search for an Item » → click on the Advance search :

The multi-criteria advanced search allows you to flexibly perform different operations, for example:

• to easily perform and save customized searches for clients and/or items
   
• to define AI Search & Assign criteria
   
• To add clients to a group in mass
   
• to assign collection scenarios to your customers in mass
   
• to assign collector or a collegue
   
• to activate interactives email, late payment penalties or recovery cost
   
• to export data to Excel