Associate a colleague (Commercial, Sales administration...) to your customers alows you to:
- Quickly copy this person to emails reminders, disputes, payment promises, specific actions ...
- Filter customers, items, reports by colleague
- Give access to your colleagues so that they can quickly consult their customers ...
There are several ways to define or modify the colleague associated to your customers:
Solution 1 In the customer file
Click on the arrow to the right of « Contact » then on + Associate a colleague
Select your colleague from the drop-down list if he's already exists in My DSO Manager
, or create him in the Users Management. To add a user, see our online help: How to manage users?
To remove this association later, edit your customer file using the blue pen, select your colleague in the contact list and click on the « Delete » button
Solution 2 Massively on a customers selection
This option is to be preferred when you want to associate one or several colleagues to a list of customers according to certain criteria.
To do that, go to the customer search
Step 1 Customer search
Step 2 Associate one or several colleagues
remove an association, select one or several colleagues concerned and click on the Disassociate button To
Solution 3 Massively with the customer file import
When this information is available in your ERP, it is possible to import your colleague details (name, email, ...) to associate him when importing customers data.
so that we can set up your platform. Contact-us
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