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  1. iController Guide
  2. Frequently Asked Questions
  3. Clients

Clients

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  • What email address is being used for sending out email reminders?
  • Why is there an 'Export client' button visible?
  • Why is there a 'Delete customer' button visible?
  • Is it possible to configure the structure of the debtor/client sheet?
  • How can I change the promised date?
  • How come the dispute mail has been sent but the document is not in dispute?
  • What happens when I block the debtor?
  • I've manually changed data on the debtor page, why are my changes gone the next day?
  • Why are new debtors not shown in iController?
  • How can I change the visible columns and download an export of the client list?
  • How to add a note to a debtor?
  • How to delete or adjust a note on the debtor sheet?
  • I cannot find archived debtors (via search engine), what do I do?
  • How can I search all debtors, and not only those assigned to my portfolio(s)?
  • Where do I configure the dispute contact email details?
  • How to send a payment plan to a debtor?
  • How do I assign a partial payment?
  • Can I change multiple documents to a certain document status at once? 
  • How to edit (contact) data of a client?
  • Why is the field 'average payment term' on the client sheet not visible?
  • Why is the data on the client sheet not up-to-date?
  • Can I send document overviews to a custom email address?
  • How can I group data of a client, belonging to different entities?
  • What if I want to send reminders to another email address than the one available in iController?
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