Customer management
Quick answers to common questions about contract and customer management.
By Ollie1 author10 articles
- 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.
- Amend customer detailsUpdate a customer's bank details and contact details.
- Continue a joint contract after a spouse's deathIf a joint contract can continue after a spouse's death.
- Meaning of 'not-presented'When a payment shows as not-presented.
- Check the status of a customerCheck the status of a customer and whether they are active or cancelled.
- Add or edit Customer AnswersAmend an answer to a custom question, and how to add a custom answer to a contract.
- Add a memo to a customerAdd notes and upload documents to a customer record.
- Identifying the reason of an unpaid Direct Debit paymentChecking why a customer's Direct Debit payment is unpaid.
- Will customers be notified when an ad hoc payment is set up?Explaining whether customers are notified when an ad hoc Direct Debit payment is submitted.