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.
Solution 2 Massively on a customers selection
This option is to be preferred when you want to associate a colleague to a list of customers according to certain criteria.
To do that, go to the customer search
Step 1 Customer search
Step 2 Associate a colleague or create him
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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