When migrating your database of customers onto Access PaySuite DDCMS, customers with an active Direct Debit have been brought across and are visible under the Customers tab. Any customers or contracts that were cancelled prior to migration, the contract wouldn't be migrated. However, the customer details can be found by going into the Customers tab and under Customer Status, select All from the dropdown. Active contracts at the time of migration are transferred into Access PaySuite DDCMS, ensuring that their statuses remain updated. By contrast, cancelled contracts don't migrate along with customer profiles, keeping historical and current active data separate.
If required, you can then view the customer and add a new contract. If you're unable to find customers within Access PaySuite DDCMS that you believe were on your previous platform on the day of migration, please contact our Access Digital Assistant for support. If the assistant can't resolve your query, you're connected to a support agent for further investigation. After the migration, Access PaySuite DDCMS relies on automated processes, such as BACS messages, to keep contract statuses current without requiring manual intervention.
As we're regulated by the FCA we're required to keep data indefinitely. This indefinite retention policy distinguishes between active data for current contracts and historical records, ensuring compliance while facilitating easy data management.