Clients
- 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?