Tips

Administration :

• 

  Link your CRM - ERP to My DSO Manager to access to customers accounts in 1 click

Alerts :

• 

  Create a credit-insurer claim alert
• 

  Create an alert "Late customers without action done last xx days"
• 

  Create an alert to display payment promises not met

Cash collection :

• 

  Display your custom fields in your reminders with #client_custom_field1 tags

Customer reminders :

• 

  Activate the SMS reminder
• 

  Confirm the promises to pay
• 

  Create templates for specific actions
• 

  Find out about the interest of a collection scenario without any action
• 

  How to edit a mail coming from the scenario?
• 

  Quickly select a list of clients or items using a copy-paste
• 

  Use the Hashtag #interactive_page_button
• 

  Why associate a Collector to your clients?

Customization :

• 

  How to export data from My DSO Manager ?
• 

  Use the right internet browser

Dispute management :

• 

  Everyone on their agenda

Reports and performances :

• 

  "Empty" criteria during a search
• 

  New functionality for your Aging Balance
• 

  Visualize your disputes in real time
• 

  What is your collection goal for the current month?

Status and comments :

• 

  Add a global comment to your customer file or to a contact
• 

  Edit or delete comments without creating new status
• 

  Focus on your unqualified customers
• 

  Quickly filters items of a customer account
• 

  Save your search criteria and reuse them quickly