The assignment of a procedure to a debtor can be done manually, or automatically.
If you want to manually change the procedure:
- Go to the debtor sheet
- Click on 'Edit data'
- Change the procedure in the line 'Procedure'
- Click on 'Save' on the bottom of the screen
Tip: Your changes will be instantly visible on the debtor sheet. However, the changes will only be visible on the worksheet after you've refreshed the worksheet (
- 'Refresh worksheet') or after an import of new data into the platform.
: When there is lock
before the 'Procedure' line, this means there are criteria in iController automatically determining to which procedure a debtor should be assigned and the procedure will be overwritten during the next import. Please contact support
when you prefer manually edited procedures should not be overwritten.