It is possible from the customer record, "Collection & disputes
management" tab to perform an action out of collection scenario
This feature allows to send an email, a letter or a simple SMS without following a pre-established recovery scenario or a previously created specific action
This method can be applied when you know exactly what you want to do with your customer, without needing to be guided by the collection scenario
Once selected the type of action you want, you can get the contents of an existing action, edit according to your wishes and send it.
This button can be used to perform collection actions but also for communications to internal stakeholders in your business (sales managers, customer care ...).
It is also a shortcut for creating a specific action
without going through the qualification of items with status
and comments. For example, if you want to make a dunning action only on selected invoices
, the fastest way is to select « Create a specific action
» from that button.