The
collector is the person in charge of the collection on a customer account.
There are several possibilities to set or modify the
collector allocated to your customers:
1. Inside the customer file
This method allows modification over time, as needed. Click on the little blue pen at the top right of your customer file, then select the desired
collector in the drop-down menu:
2. Mass change on selected customers
This option shall be preferred when you want to change the
collector of a customers list according to some criteria. Go to the
Clients
tab:
Step 1 Search
Fill in your search criteria, or copy/paste a list of customer accounts from
Excel (or other tool) in the Company code field:
Step 2 Collector assignment
Display and select all the customers, then assign them the desired
collector (at the bottom of the page):
If one or several accounts with a AR <> 0 do not have
collectors assigned, an alert is displayed in
Collection
tab.
Just click on this alert to get the list of accounts concerned. Find also this criteria in
Insights tab.
3. From the settings, to set the default collector
All new customers will be automatically assigned to the default
collector. This set up has to be done from Settings,
Manage collection scenarios
, tab Settings:
4. Mass change by importing customer data
When this information is available in your ERP, it is possible to import the
collector when importing customer data. Contact us so that we can set up your platform:
Contact us
When the modifications are done, corresponding collections actions will be displayed on
collector's agenda.