Contract and Customer Management FAQs
Quick answers to common questions about contract and customer management.
By Ollie and 1 other2 authors10 articles
- Meaning of 'not-presented'When a payment shows as not-presented.
- Customer bank details validationValidation of bank details within Access PaySuite DDCMS.
- Erase the data of a customerWhy we're unable to erase the data of a customer.
- Represents scheduled for collectionWhen represents are scheduled for collection.
- Customer payment marked as first payment after migrationWhy a payment can show as a First Payment on a bank statement after migration.
- How Gift Aid is updated from Charity CRM to DDCMSWhich field in CRM triggers Gift Aid to be selected in Access PaySuite DDCMS.
- Continue a joint contract after a spouse's deathIf a joint contract can continue after a spouse's death.
- Automatic reference not assigned when adding a new customer via the Schedules tabReference not assigned automatically when adding a customer within the Schedules tab.
- Hide unused templates in the file upload tabManaging and hiding unused templates within the file upload tab.
- Direct Debit status definitionsThe meaning of the Pending to Activate and Pending to Cancel statuses within Access PaySuite DDCMS, and what triggers these changes.