Set custom alerts in your collection agenda

It is now possible to create customized alerts according to multiple criteria: overdue amount, date of last recovery action, overrun of credit limit, ...
These alerts ensure that all accounts receivable are under control, whether in terms of collection or credit risk management.

They appear in the « My alerts » tab of the collectors To do list:
My alerts

You can create as many alerts as you want by setting criteria for each one:
New alert

When several criteria are selected, they are cumulative. In the example above, customers overdue by more than € 20K and which have not been chased up for more than 10 days appear in the alert.

If several alerts have been created and the same customer account is affected by several alerts, squares of colors corresponding to each alert appear next to the account number.
Squares of colors corresponding to each alert