Specify contacts for collections and dunning purposes.
In the Advanced Collections header, select an organization and highlight a contact name. From the Actions menu, select:
Collections Contact - used for collections phone calls.
Dunning Contact - used for dunning and other correspondence.
Yes. Advanced Collections automatically displays the Collections Contact in the Collections header with the customer information, making it easy for your collectors to place calls. All collections correspondence will be sent to the Dunning Contact. If you set up both a collections and a dunning contact, you ensure consistent contact methods, and eliminate mistakes and miscommunications with your customer.
When I record a promise to pay, which contact is displayed in the Promise Made by field?The Customer Contact.
Can the collections contact and the dunning contact be the same?Yes.