A default collection scenario
is assigned first to all of your customers. It is recommended to create scenarios based on your customers types and your collection strategies and to associate them to the customers you want.
There are several possibilities to set or modify the collection scenarios
allocated to your customers:
1. Inside the customer sheet
This solution is relevant for the collector
who wishes to change the collection strategy for a particular client while trying to make a recovery action.
MY MANAGER are immediately replaced by those of the new scenario.
When you change the scenario of a customer, dunning actions proposed by
2. Mass change on selected customers
This option shall be preferred when you want to change the scenario of a customer list according to some criteria. Go to customer research
, fill in your search criteria and then select customers and assign the desired collection scenario
Step 1 : Research
Step 2 : Scenario assignment
Display and check all customer and assign them the collection scenario
(at the bottom of the page).
3. From the preferences, to define a collection scenario by default
All New customers will be automatically assigned to the default collection scenario
. This set up has to be done from the « Settings » tab, « Manage collection scenarios
», « Settings » :