The Collection tab centralizes all your actions (emails, SMS, letters) to plan, execute and monitor your collection activities on a daily basis.

1. Access & filters

Once you're logged into your account, go to the Collection tab:

• If you have been assigned a collector role, the agenda is pre-filtered to display only the actions relevant to you.
• • Other filters can be selected, corresponding either to standard My DSO Manager fields or to your own custom Client fields. Once selected, these filters remain active across the first three tabs we will present below.

2. Collection Actions

In the first two tabs, you will find two dynamic indicators reflecting the status of your collection actions based on the applied filters:

• In grey : total number of scheduled collection actions.
• In red : number of actions to be completed.
   

a. Manual Actions

Manage all your collection actions that require human intervention.
Easily visualized your current or late actions (in red) as well as upcoming actions (in blue).

b. Automatic Actions

Manage all your automatic sendings: emails, SMS, letters.
Two modes are available :

• Automatic : 100% → Action date = Sending date
• Automatic with confirmation : Requires manual validation before sending.

The content of automatic collection actions is configured exclusively in the Admin section, under Manage Collection Scenarios.
The sending date can still be adjusted: reschedule the action either from the Automatic Actions view or directly from the Customer page.



In the list of automatic follow-ups, actions are color-coded according to their statuses :

• In green : confirmed actions.
• in red : overdue and unconfirmed actions.
• in white : upcoming and unconfirmed actions.
• in yellow : actions with errors.

When an email error occurs, a detailed message explains the cause, for example :

- No collection contact defined : add one to enable automatic sending
→ For more information : How to manage your customer contacts?
- The collection contact has no email, phone number, or address for automatic actions
- Email sending error (invalid or blocked address) → verify with the recipient. If the address is correct, please contact us
→ For more information : Use Insights to monitor your data Insights: Insights - What is the Insights report?

3. Action History

You can review all previously completed actions in this tab.
The history can be exported based on the selected filters by scrolling to the bottom of the page and clicking on the Export button :

Export these data

4. Replies & Comments

Here you can find :

• Comments submitted by your customers via their interactive collection page.
  
• With MAIA Feedbacks you also benefit from a summary of the customer's comment along with a classification proposition of the related items.
  → For more information :
  MAIA Feedbacks - How to qualify items based on clients' feedbacks ?
  What are the interactive emails and how to activate them?
  
• Email replies captured through the email reply capture option.
  → For more information : MAIA Emails : How to integrate customer response emails into My DSO Manager?
  
  
  

5. Collection Follow-up charts

For an accurate monitoring of volumes and progress, or to analyze your collection operations, the volumes, status, due dates, check the Collection Charts.
At a glance, you can see actions to be performed, completed actions, and upcoming actions.
To access those, click one the chart icon and choose the desired type of action :

→ For more information : How to manage your customer contacts?

6. My alerts

Receive notifications via Alerts which allow you to set up control markers highlighting specific customer accounts based on criteria defined by your company.

You can define these alerts using different criteria such as customer data, status of items, outstanding amounts, due dates, or even guarantees or credit insurance information.
→ For more information : Customize » How to create alerts
You are now familiar with the Collection tab and all of its related functionalities, it's now your turn to play !!