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Various questions
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Collect in My DSO Manager
»
How to create a specific action?
For all « standard » cases, the
collection scenario
applies. Since the collection of one or more items requires
special monitoring
, a
specific action
is required and allows the relevant items to be managed appropriately. For example:
when the
collector
feels that the
action proposed by the
collection scenario
is not appropriate
, he can create a
specific action
to carry out the desired action (for example sending an interactive email rather than a phone call).
for
a
dispute
creation
→ the associated items with
dispute
status
are necessarily excluded from the
collection scenario
thanks to the creation of a
specific action
for the
dispute
follow up.
to manage any case that comes out of the normal collection process:
promise of payment follow-up, litigation, ...
to perform a collection action (email, mail, SMS, ...) with only
certain items
of the customer account.
A
specific action
is always
attached to one or several items
. It can be
done immediately
or at a
later date
.
Specific action
creation
To create a
specific action
,
select the relevant items
in the customer
state
ment, and click on the
«
Change
status
... »
button:
Step 1
Associate a
status
and add a comment
to the items, if relevant:
This step is not mandatory, these fields can be left empty
Step 2
Would you like to send an email to this client or your colleagues?
?
No
→ You go directly to step 3
Yes
→ Use this function to immediately send an email to your
customer
, for example to confirm that they have taken note of their promise of payment
Yes +
internal interactive email
→ Use this option to send an
internal interactive email
to one of your
colleagues
, for example to inform them of a
dispute
and ask them to take in charge the resolution ...
Internal interactive emails
are only intended for
internal actors
in your company. Indeed, the recipient will be able to consult the
status
and comments associated with the items concerned.
Step 3
Set the next
action
You have the choice between « Follow the
collection scenario
» or
« Create a
specific action
for selected items »
→ Choose this last option, and determine the action you want to perform:
You can :
Create your action from scratch,
Or click on the blue banner "
Do you want to copy the content of an existing action?
" to choose an action already present among your
collection scenarios
or templates (and possibly customize it),
Set whether the
action is automatic
or not. If yes, you need to specify whether it is « to be confirmed » or not. If not, the email will be sent automatically on the scheduled date without any manual action needed.
Use the appropriate
#Hashtag
for
specific actions
:
#items_amount_selected
: calculates the amount of
selected
items
#items_amount_selected_include_late_penalties
: calculates the
total receivable
amount including
late payment penalties
and/or
recovery cost
of
selected
items (if enabled in the customer record)
#items_amount_selected_late_penalties
: calculates the total
late payment penalties
and/or
recovery cost
of
selected
items (if enabled in the customer record)
#items_list_selected
: displays a
state
ment that includes only the
selected
items.
Specific action
visualization
Your
specific action
is listed in the
actions to be performed
, in the
client file
and in the
collection agenda
You can view the items attached to your
specific action
:
It is also possible to create a
specific action
from the button
«
New action (out of
collection scenario
)
»
, from the customer file.
If on the date of the action the
items have been closed
, the
action is automatically deleted
.
Tips
→
Create templates for
specific actions
!
To go further :
How to make live a
specific action
?
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: Online help » Various questions
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