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How to use the multi-criteria advanced search

It is possible to do searches mixing items criteria (invoices, credit notes, payments, ...) and clients (client code, collector, payment profiles, ...) with multiples controls (equal, different of, start with, is between, ...).

From the Search tab, « Search for a Client » or « Search for an Item » → click on the Advance search :

Advanced search


The criteria that you would have already completed in the « simple » search are keeped

The multi-criteria advanced search allows you to flexibly perform different operations, for example:

  • to easily perform and save customized searches for clients and/or items
     
  • to define AI Search & Assign criteria
     
  • To add clients to a group in mass
     
  • to assign collection scenarios to your customers in mass
     
  • to assign collector or a collegue
     
  • to activate interactives email, late payment penalties or recovery cost
     
  • to export data to ExcelExcel

Advance search

Advance search


Tips → Once you have completed your search criteria, move from one tab to another (Search for a client / Search for an item) to get either a list of customers or a list of items while keeping the criteria choosen.

Following your research, you can save it for further consultation.
Click on Save button and enter your search name.
You will return to your saved searches on My Searches tab :

Advance search

To view or modify the criteria, click on button on the desired search to display the result
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