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.
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 research
, fill in your search criteria and then select customers and assign the desired collector.
Step 1: research
Step 2 : Collector assignment
If one or several accounts with a AR <> 0 do not have collectors assigned, an alert is displayed in Collection
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 » :
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:
When the modifications are done, corresponding collections actions will be displayed on collector's agenda.