Centrix Client Monitoring Service
The Centrix Monitoring service is like having your own staff member in Centrix monitoring your clients. Each time something happens to one of your clients, Centrix sends you an email detailing the changes and alerting you to the change in your client’s status. This is great for keeping track of your clients, getting ahead of the collections process and giving you greater visibility over your client base. You can receive e-mail notifications on a monitored client for the following events:
• New Addresses
• New Adverse data (Defaults, Insolvency and Judgements)
• New Enquiries
• New Directorships
• New Shareholdings
Centrix has information feeds from many of the major utility companies so when a client sets up a new electricity or telephone connection, you will be advised. These alerts are sent daily, meaning you know what your clients are up to and when.
Each monitor "hit" costs you just $3.00 plus GST. A small price to pay to have the latest information on your clients.
Step 1. Make sure you are logged in as an Administrator User in finPOWER Connect.
Step 2. Set up your Options for Monitoring: Under Tools, Global Settings, Clients, Centrix Tick "Use Consumer Monitoring" and enter a default Reason. Then select Product Type – either a specific Type or All Activity (generally All Activity is used).
Step 3. Set which Client Types you want to monitor. You can only monitor Client Types with a class of "Individual". From Admin, Client Types select Individual (or any of the Client Types you wish to monitor) and tick the "Use Credit Bureau Monitoring?" option.
Step 4. Set which Clients you want to monitor. From the Client record you wish to monitor, click the "Start Monitoring" button
Centrix will then start monitoring those clients and advise you by email as soon as they have new information on the client.
For more information and support on any of the above, please contact your local Intersoft Dealer.
If you're not a Centrix client, sign up here.