It is possible to create multiple contacts for the same customer: accountant, purchaser, executive ...
It is important to define which of these contacts is the « contact for collection. » There can be only one « contact for collection » for a single customer account even if it is possible to perform actions to other people.
The contact for collection is the one to whom My DSO Manager
will send all automatic actions. For this it is necessary that this contact has an email address (for automatic actions done by email) or mobile number (for automatic actions done by SMS).
The contact for collection is set either:
- in customer sheet by checking the box « Contact for collection »
- or when importing contacts by adding a « 1 » in the « Contact for collection » (column I in the standard file)
It's possible to find all your contacts and customer details from My DSO Manager
in your email messenger (Outlook, Gmail...), on your phone, ... by synchronizing My DSO Manager
More informations here