How to define other automatic assignments?

Based on search criteria for at-risk customers or by defining other criteria dedicated to your needs, you have the ability to activate automatically:

• Interactive e-mails
• Late payment penalties
• Recovery cost amount
• Discretionnary Credit Limit (DCL, for users who benefit of a credit insurer connector)

Let's take the following example; we want to automatically activate recovery cost amount for late customers more than 30 days.

Create and save your search:


Set up automatic assignment:

It's done! You can apply the same rule for late payment penalties:

It is of course possible to make much more elaborate settings depending on your needs.