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 file
This method allows modification over time, as needed. Click on the little blue pen at the top right of your customer file, then select the desired collection scenario in the drop-down menu:
2. Mass change on a customer selection
This option shall be preferred when you want to change the scenario of a customer list according to some criteria. Go to the
Clients tab:
Step 1 Search
Fill in your search criteria, or copy/paste a list of customer accounts from
Excel (or other tool) in the Company code field:
Step 2 Collection scenario assignment
Display and select all the customers, then assign them the desired collection scenario (at the bottom of the page):
When you change the collection scenario of a customer, collection actions proposed by My DSO Manager are immediately replaced by those of the new scenario.
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,
Manage collection scenarios, tab Settings:
When the modifications are done, corresponding collections actions will be displayed on collector's agenda.