Sending emails to debtors

Sending emails to debtors, customers or 3rd parties in FinView is straightforward and familiar, thanks to its user-friendly interface resembling popular email platforms like Outlook.

Here's how to do it

1, Search for the Case: Log into FinView and locate the debtor’s case using the search feature.

2, Navigate to the Conversations Tab: In the case file, click on the 'Conversations' tab, typically located on the far right.

3, Access the Inbox: The Conversations tab opens the inbox where you can manage communications.

4, Select the Recipient: Determine who you need to send the email to - the debtor, customer, or a linked third party. Choose the appropriate recipient from the left-hand panel.

5, Compose a New Message: Click '+ New Message' in the mail communications window.

6, Select the Communication Channel: Choose 'Email' from the available options like SMS, Voice message, Letter, etc.

7, Choose the Contact: Click 'Select Contact' to see a list of email addresses associated with the debtor.

8, Compose Your Email: Either select a predefined template or start typing your message. Remember to add a subject line if you are composing your own email.

9, Send the Email: Once your email is ready, click 'Send'.

This process ensures a streamlined communication flow directly from within the debtor's case file in FinView.

Darren Tebbitt
Loves rugby and tech stuff. Darren is focused on our strategic mission in scaling FinView globally.
Posted in:
Debt collection

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