ezyCollect users receives different email alert and notifications depending on what they are subscribed to.
Here are the differences:
Send Alerts to - get notified when these thing occur in your ezyCollect account
- when customer status is changed (pause, exclude or activate)
- email summary of communications to be sent on the day
- questions and comments from the payment portal (if you have Simplypaid activated)
Call Summary Notification - get an email of the list of customers that fall into the Call Follow-up stage/ first thing in the morning. You can also view this list in Your Task page when logged in to your ezyCollect account.
Debt Collection Alerts - get an email alert on the list of customers that are now outside of your automated follow-ups or by default the setting is 60 days overdue. These customers are usually in demand letter or debt collection stage. You can also view this list in your Red Zone customers list from the Dashboard in Company Pulse when logged in to your ezyCollect account
Subscribe to Receivable Risk Report (available for Credit Insights only) - get an email report with the summary of your current outstanding per credit risk group and the top credit risks assessed by ezyCollect.
Send Credit Monitoring Notification Summary (available for Credit Insights only) - get an daily email alert (at 8am AEST) which show all updates on customer changes included in your monitoring. See more here in Credit Monitoring.
You can select or unselect the different alerts, notifications and reports you as a user will receive.