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.