Collections Management

The following are the featured videos for Highradius Collections Management.

Prerequisites of Accessing Manager Dashboard

Manager Dashboard

Manager Tab in Dashboard

New Email Inbox

Enhanced Email Composer

Viewing Email Intent in Email Inbox Grid

Linking and Unlinking Emails to Customers

Managing Simple Tags

Snoozing Customers from Auto Correspondence

Adding, Editing, and Bulk Uploading Users

Changing Customer Segment and Strategy Assignments

Bulk Uploading P2P, Disputes, Portal Updates, and Contacts

Bulk Uploading Owner Processor Assignment

Managing Date and Amount Formats in Email Templates

Adding and Editing Internal Contacts

Managing Auto Correspondences

Assigning Recipient Roles to Contacts

Mapping Email Template to Correspondence Types

Uploading and Editing Logos in Email Correspondence Templates

Editing Signature in Email Correspondence Templates

Managing Grid Layouts from Administration Menu

Managing Grid Layouts at User Level

Selecting Customers in Manage Assignments Screen

Managing and Previewing Email Correspondences

Managing Auto Correspondences

Managing Owner Processor Assignment

Viewing Worklist Refresh Time

Enabling or Disabling Auto Correspondence at Customer, and Company Levels

Updating Texts and Dynamic Fields in Templates

Adding and Editing Users

Activating and Inactivating Users