Help CenterIn FinView, the Primary Contact Data Indicator plays a pivotal role in ensuring efficient and targeted communication during the debt collection process. This feature is applicable to various types of contact information, including telephone numbers, email addresses, social media links, physical addresses, websites, and bank information. Here’s what you need to know about this critical functionality:
Function of the Primary Contact Data Indicator
- Selective Communication: When contact information is marked as 'Primary', it becomes the default choice for communication in workflows. This means that if you have multiple email addresses or telephone numbers for a case, the one marked as 'Primary' will be the main point of contact.
- Workflow Integration: In the case of emails, physical addresses, and telephone numbers, if the contact information is set to 'Primary', workflows will utilise that specific detail for communications, unless there is a setting enabled to send to all contact points.
Automatic Shifting of Primary Status
- Validity Check: If a primary contact element, such as an email address, is determined to be invalid (for example, if it bounces back), FinView’s system automatically shifts the primary indicator to the next available contact element.
- Seamless Transition: This automatic shifting ensures uninterrupted communication and prevents delays in the debt collection process. It helps maintain the efficiency of your communication strategy by dynamically adapting to the validity of contact information.
Conclusion The Primary Contact Data Indicator in FinView is a dynamic feature designed to optimize communication efforts in debt collection. By intelligently prioritizing which contact details are used in workflows and automatically adjusting to the most reliable contact information, FinView ensures that your communications are as effective and streamlined as possible. This feature underscores the platform’s commitment to smart, adaptive, and efficient debt collection practices.