Hub - Customer management

FinView comes with its own customer management module that helps you manage your customer. From creating the customer to managing invoices, you can easily learn how to do this using these simple articles.

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Customising Bucket Settings in myFinView: A Step-by-step Guide

In FinView, customize collections settings under one customer for enhanced portfolio management and strategies.

Adding a New Bucket to your Portfolio

In FinView, buckets help categorize portfolios for detailed collection performance analysis, aiding strategy development and decision-making.

Creating a new Portfolio in FinView

In FinView, portfolios categorize unpaid cases efficiently, allowing for better tracking and resolution. Learn how to create a new portfolio with this guide.

Setting Up Workflows in a FinView Customer Account

In FinView, workflows organize operations and communications for each case, streamlining processes and enhancing efficiency and customer experience.

Setting Up Financial Details for Your Customer in FinView

Once essential customer settings are defined in FinView, you can address the financial aspects of your customer's account.

Defining Your Customer Settings in FinView

FinView customizes customer profiles for efficient case management, ensuring personalized experiences and optimized communication.

Creating and managing customer users

FinView offers three distinct customer user rights that can be assigned to a customer account.

Adding a Customers Company Information

In FinView, the 'Company Information' section is the first under each customer profile. Here, you need to provide essential details about your customer.

Creating a New Customer

A simple guide to creating a new customer in FinView:

Key Elements in Setting Up a Customer on FinView

Setting up a client on FinView involves filling in several key elements within one customer profile, akin to other customer relationship solutions.