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Collect in My DSO Manager » How to assign a collector to a client?

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The collector is the person in charge of the collection on a customer account.

There are several possibilities to set or modify the collector allocated to your customers:

1. Inside the customer sheet

Click on the little blue pen and select the requested collector on the drop down menu.

customer file collect.

2. Mass change on selected customers

This option shall be preferred when you want to change the collector of a customers list according to some criteria. Go to customer researchLink, fill in your search criteria and then select customers and assign the desired collector.

Step 1: research

Customer search

Tips → once the desired selection is done, you can add the page to your favorites in your internet browser. Then, simply click on it to find this selection again.

Step 2 : Collector assignment

Collect. assignement src=

If one or several accounts with a AR <> 0 do not have collectors assigned, an alert is displayed in CollectionLink tab. Just click on this alert to get the list of accounts concerned.

3. From the preferences, to define a default collector

All New customers will be automatically assigned to the default collector. This set up has to be done from the « Settings » tab, « Manage collection scenarios », « Settings » :

Preferences default coll.

4. Mass change by importing customer data

When this information is available in your ERP, it is possible to import the collector when importing customer data. Contact us so that we can set up your platform:

Contact us

When the modifications are done, corresponding collections actions will be displayed on collector's agenda.

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