Keeping case owners updated is crucial in debt collection, and FinView makes this easy with automatic email notifications when cases are paid and closed. There are two options available: an email sent when a case is paid in full, and another for when a case is paid while in a settlement mode. Setting these up is a straightforward process. Here's how:

  1. Automatic Email for Fully Paid Cases:

FinView can automatically send an email notification when a case has been paid in full. To set this up:

  • Go to customer settings and find the 'Automatic Email for Fully Paid Cases' option.
  • Simply toggle this option to 'Yes' to enable the feature.
  • Next, select the template you wish to use for the automatic email. The email will be sent out when a case is fully paid and closed.
  1. Automatic Email for Settled Cases:

Similarly, you can set up automatic emails for when a case has been paid while in settlement mode. Here's how:

  • In the customer settings, locate the 'Automatic Email for Settled Cases' option.
  • Just like the previous setting, toggle this to 'Yes' to enable.
  • Choose the appropriate email template for this type of notification. The system will automatically dispatch an email when a case in settlement mode is paid and closed.

Setting up automatic email notifications in FinView streamlines your communication process, ensuring case owners are promptly notified when their cases are paid and closed. Remember, it's crucial to tailor these settings according to each customer's specific needs. For any further assistance or queries, our support team is readily available to help.

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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