Use the client comments feature to boost collaboration

To improve collaboration within the teams involved in debt collection, you can centralize actions taken with clients, as well as their feedback in an easily accessible place: from the client page, in the “Comments” section.

In this article, we will explain how to enter, edit and delete a client comment, as well as how to have a good visibility on all comments regarding a client. 

Thanks to customer comments, you can notify your colleagues in real time to inform them of any useful information related to debt collection. For more information, please refer to this article. 

Add and edit a client comment

When you're in communication with a client on phone, via email or other media, you may need to write some relevant information to keep track of these exchanges, and to share these updates with your colleagues.  

    1. In the client page, click the button “Add comment”.

    2. The text editor appears: you can write your comment, insert a list or highlight elements using the available styles.

    3. Save the comment.

    4. You’ll see a preview of your comment, with your name and the date/time of editing displayed above the edited comment.

If you need to make any changes to your comment, you can edit it using the pencil at the top right of the comment. The status “Edited” will appear next to the date and time.

If the comment was written by mistake, the author can delete it using the trash icon.

View the history of comments about a client 

It may be useful to consult the entire history of exchanges with the client to make the right decisions for further dunning actions. To do so, click on the ‘HISTORY’ button in the comments block of the client page.

You can then view the entire history of comments for the selected client from the dedicated page.