News → Good or slow payers? Simply identify your customers with payment profiles! ???, 11? 8 2017 What is the payment behavior of your customers? How to follow in a particular way the good or slow payers? You can now define your payment profiles criteria and visualize in My DSO Manager which category each customer belongs to: the payment... 続きを読む »
Edit or delete comments without creating new status ???, 10? 16 2017 Do you have a new information, a comment to complete or to correct on an item ? Status and comments are editable by clicking on the desired item, then by editing it with the pencil on the bottom right: If this comment has been applied to... 続きを読む »
Save your search criteria and reuse them quickly! ???, 10? 5 2017 Do you regularly search using the same criteria? → add the search page with the desired criteria to your bookmarks in your web browser! Just click on this bookmark to find your selection again:... 続きを読む »
Quickly filters items of a customer account! ???, 9? 20 2017 If you have many items on your customer account, you shall quickly filter only some items based on one or several criteria (regarding a specific PO No, or to create a monthly statement...). Nothing's easier! There are two possibilities to do that... 続きを読む »
Add a global comment to your customer file or to a contact! ???, 9? 12 2017 It may be relevant to show certain information about your customer: risk, blocked account, general behavior ... In order to attract attention it's possible to enter a general comment at the customer file level (not specific to certain... 続きを読む »
News My DSO Manager ???, 9? 5 2017 Here are the new features recently added to My DSO Manager: Evolution of the interactive emails landing page and internal interactive emails : An icon « comment sent » appears on each transaction when a comment has been sent by the customer... 続きを読む »
News My DSO Manager ???, 7? 11 2017 Here are the new features recently added to My DSO Manager: Order backlog is now included into the total outstanding amount → it's now possible to import the amount of order backlog per customer (orders received not invoiced yet).This... 続きを読む »
News My DSO Manager ???, ?? 16 2017 Here are the new features recently added to My DSO Manager: Force password change → It is now possible to set the maximum number of months between two password changes. Only the Administrator can change this value between 1 and 12... 続きを読む »
Create templates for specific actions! ???, 5? 24 2017 Specific actions are used to manage particular situations when the collection scenario is not applicable. They can be created for some items or the full customer account. Dispute follow-up, Promise to pay follow up, litigation...etc. are all... 続きを読む »
Display the evolution of disputes and other statuses (promises to pay ...) ???, 5? 3 2017 In line with the new features that have been released last weeks, it is now possible to visualize the evolution of disputes and other statuses (promises to pay, litigation, ...etc.). These improvements have been applied on « Disputes » and «... 続きを読む »