Tips

Administration :

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  Assign customers' groups automatically
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  Automatically assign your colleagues to customers accounts with Search & Assign AI
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  Examples of strategies with Search & Assign AI
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  How to assign automatically collection scenarios with Search & Assign AI?
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  Link your CRM - ERP to My DSO Manager to access to customers accounts in 1 click
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  Other examples of using Search & Assign AI

Alerts :

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  Create a credit-insurer claim alert
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  Create an alert "Late customers without action done last xx days"
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  Create an alert to display payment promises not met

Credit insurance :

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  Credit insurance: submit your guarantee requests using My DSO Manager

Customer reminders :

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  Activate the SMS reminder
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  Confirm the promises to pay
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  Create templates for specific actions
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  Display your custom fields in your reminders with #client_custom_field1 tags
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  Find out about the interest of a collection scenario without any action
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  Grouped collection: use the dedicated #Hashtag
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  How to collect past due and non-due items at once?
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  How to edit a mail coming from the scenario?
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  Involve your sales manager in customer relationship management
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  Quickly select a list of clients or items using a copy-paste
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  Use the Hashtag #interactive_page_button
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  Why associate a Collector to your clients?

Customization :

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  How to export data from My DSO Manager ?
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  Use the right internet browser

Dispute management :

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  Everyone on their agenda
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  Update your resolver to any situation

Gestion du risque :

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  How to create advanced Scoring with AI Search & Assign?

Reports and performances :

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  "Empty" criteria during a search
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  Manage your disputes in real time
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  Save your reports filters to reuse them quickly
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  What is your collection goal for the current month?

Risk management :

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  Display key comments from credit analysis on customer file

Status and comments :

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  Add a global comment to your customer file or to a contact
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  Bring your statuses to life through follow-up actions
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  Edit or delete comments without creating new status
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  Focus on your unqualified customers
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  Quickly filters items of a customer account
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  Save your search criteria and reuse them quickly