You can assign a collector either « customer by customer » form the customer sheet, « in mass » with the help of the customer search, or by the customer data import → more informations here.
This information is available in several places:
- On the customer sheet
- On the interactive collection page
- It's possible to filter the actions, reports, do searches... by « Collector »
- In the case of automatic actions, if there is no Collector assigned to the customer account, a red banner appears in the collection tab:
My DSO Manager will go up in the hierarchy of the users (credit manager - administrator) to define a sender for the automatic e-mails if no Collector is defined.Tips → click on the red banner to get the customers list without Collector, and thus assign a Collector to them.