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Collect in My DSO Manager
»
What are the internal interactive emails?
The
internal
interactive emails
makes it possible to interact with the
colleagues within your company
concerning certain invoices or accounting documents. It is not intended for your customers!
It is particularly suitable for the
disputes
management or to request the intervention of a colleague. This last one is invited to click on one of the items numbers listed in the email and respond directly via
My DSO Manager
's internal interactive page.
These comments are then sent automatically by email to the account's
collector
. He then has the possibility to validate them to insert them in the history of the concerned items.
It is a very powerful communication tool to
speed up the
disputes
resolution
. The
internal interactive emails
allows the
concentration in one place of the exchanges between the various stakeholders
, without having for these last one the needs to have a
My DSO Manager
account.
Example of using the
internal interactive emails
for the
dispute
management:
Step 1
In case of
dispute
(commercial, quality ...) on invoices, the first step is to select and
qualify the relevant items
with the appropriate
status
.
→ For more information:
How to create and close a
dispute
case?
Step 2
You can then
send an
internal interactive email
with the information entered to the person in charge of the resolution. This email will be saved in the client's history:
Step 3
The recipient is invited to click on the
item number
for more information and respond to this request via the
internal interactive page
:
He can visualize on this page the items concerned by the
dispute
, as well as the
status
and the associated comments:
He can
reply / send a comment
by clicking on the blue button at the bottom left of the page. Then, writing his answer:
Step 4
Once the
comment is sent
, the
collector
receives an email from
My DSO Manager
with the comment:
If
no
collector
is assigned to the customer account
, the email will be sent by default to the administrator of your platform.
This comment can be
automatically integrated
to the concerned item with a simple click on the link contained in the email. The comment appears in the item history, marked by the icon of the
internal interactive email
:
Other possible uses
:
Scenario action
:
It is possible to define in the
collection scenario
that an action is an
internal interactive email
.
This is particularly relevant for a « request for the
sales manager
to intervene » action.
To activate it, just check the box created for this purpose:
In the same way as for
disputes
, the recipient will be able to access the internal interactive page and thus interact with the
collector
directly.
Action out of the
collection scenario
:
Emails out of the
collection scenario
created from the customer file can also be internal interactive.
These emails make it possible to solicit a colleague from the client file on any subject:
→ For more information:
What is the action out of
collection scenario
?
The interactive internal emails
should not be used for your customers
, you would give them access to viewing the internal comments of their items.
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