Assign a profile to a customer

It is important to assign clients to profiles in order to effectively follow up using reminder scenarios and to have better visibility of outstanding amounts by client profile. 

A profile can be assigned to a client either automatically through data synchronization or manually from the Clearnox interface.

Automatic Assignment via Data Synchronization

The client profile is a field in the Clearnox data model, part of the accounting data that is imported into Clearnox through synchronization. 

The profile assignment to a client is done automatically without any manual action. 

If the profile is not specified for a client, the default profile is applied automatically.

Manual Assignment via the Clearnox Interface

Before assigning a profile to a client, the profile must be created by account administrator in the Configure > Configure Client Profile menu.

Then you can assign a profile to each client in their client file as explained below: 

• Open the client file for which you want to assign a new client profile.

• From the "Client" section, click on "Edit Profile/Dispute":

• From the "Client Profile" section, select the profile to assign:

• Click on the "Save" button.

Now, the client will be assigned the chosen profile. 

If you want to assign massively a profile to a group of clients, please check out this article: Assign massively a profile to a group of clients.