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How to customize the Global view?

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Entry point of your My DSO Manager account, the Global viewLink allows you to instantly view the situation of your customers receivable.

Real cockpit for managing your cash, risk and customer relationship, the Global viewLink is customizable by each user, so that everyone can focus on achieving their objectives.

Global view


Click on the icon visible near the Global viewLink tab to customize it:

Global view setup


Decide on the key indicators reports to display, their order with drag and drop function, and filter the view by clients groups, on your customers portfolio or on the customers customs fields:

Global view setup
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