This articles guides you on how to use and save different tabs on the Customer page in ezyCollect. Creating customised tabs help you to categorise customers based on specific criteria, enabling efficient follow up and management.
Step by Step Guideline:
Access the Customers Page
Login to your ezyCollect, then navigate to the Customers section on the left hand side.
By default, the page will be filter show the customers with a balance owing greater than zero, indicating they have open invoices.
Creating a New Tab
You can create a new tab to manage different group of customers based on your requirements.
Click on the option to add a new tab.
Name the tab according to your needs (e.g., "Risky Customers" for high-risk accounts, "90+ day overdue" for really overdue accounts)
Applying Filters to a New Tab
Use filters to define the customer criteria for the new tab
For example, to identify high-risk customers, apply the following filters: Balance owing greater than $10,000 OR Invoices overdue by more than 90 days.
Click Apply Filter to display the customers that match your criteria.
Saving the New Tab
Once you've applied the filters, click Save to preserve your custom tab
All customers who meet the specified criteria will automatically
Creating Additional Tabs
Repeat the process to create more tabs based on different filters. For instance, you can create
Always remember to save each tab after applying the filters.
Short Video Guideline:
Important Considerations:
By creating and saving tabs with specific filters, you can easily manage your customer base in ezyCollect.
This feature is especially useful for targeting customer groups for follow-up actions like phone calls or collections.
Additional Tips:
Use descriptive names for tabs to quickly identify them.
Regularly update filters to ensure your tabs reflect the most relevant customer data.