How often is the status updated?

Continuously and automatically. As soon as something changes with a contact, nextesy Contact Health recalculates the status. The traffic light in your CRM therefore always shows you the current status.

What triggers an update

• Incoming payments: When your customer pays an invoice, this is factored in immediately.

• New invoices: Every new invoice changes the open items.

• Reminders: If a reminder is sent or an overdue invoice is paid, the status adapts accordingly.

• Turnover development: Changes in turnover with a contact are also continuously taken into account.

Without any action required on your part

You do not need to initiate anything, run any evaluations, or update any lists. Because invoicing, banking, and dunning are all part of one single system in nextesy, Contact Health detects every change as soon as it happens.

More about Contact Health

Find all the details on the page for nextesy Contact Health.