How to manage Search & Assign?

Manage Search & Assign feature allows you to define automatic assignment actions at various levels:

• Customer Groups assignment
• Assignment of collection scenarios
• Allocation of collectors' portfolios
• Associate colleagues with your customers
• Activate, or deactivate, some options: interactive email, late payment penalties and recovery cost amount.

How to automate all these tasks?

I. Define the criteria

The first step is to define the criteria to be considered when making these assignments.
To do this, go to the Search tab:


Then carry out a search by integrating the elements to be considered for the various assignments.
Here, for example, we are going to select customers in the country France in order to be able to carry out certain assignments:


Finally, save the search by giving it a name:

This search will enable us to use the saved criteria to carry out our parameterization.

II. Set automation parameters

Let's move on to setting automation parameters!
Go to Admin, Manage Search & Assign :


In this view, we'll set the desired automations:

• Select which attribute you wish to automate: Groups, Scenario, Collector, ...
• Click on + Add to create your own management rule:

• In the pop-up window, select from the drop-down lists:
  → The assignment to be carried out: which scenario, which employee, etc. must be assigned.
  → The saved search used to make the assignment
• Define how the task will be executed:
  → Autorun: processing takes place when data is imported.
  → Restrict assignment to new customers: only new customers created via import will be updated.
  This option is not available for manual processing.
• Finally, click on Save:

You can immediately apply the assignment rule by selecting « Run automatic sequence » if the Autorun was selected.
If you've set up the sequence manually, you'll need to launch it by clicking on the logo!



When the information is processed by automatic assignment, you will see the logo in the attributes of the customer file:

Beware of action sequences!

This feature offers innumerable assignment possibilities.
Once you've set up your first rules, you'll notice that an order is established according to the order of creation:



This order is not insignificant and corresponds to the order of execution of the various programmed actions:

• When execution is automatic, customers assigned in the first task will not be processed in subsequent tasks.
• When the execution is manual, all customers will be re-examined and reprocessed if they meet the criteria, regardless of any previous assignment.

Another point to keep in mind: this feature allows you to make assignments.
If it is necessary to disassociate a group or colleague from the customer, this action must be performed from:

• The customer file
• The Search tab for mass change
For more information :
How to associate a colleague to your clients?
What is a Group and how to assign it to your customers?

Contact us to activate this advanced feature!