Tip: Adding the 'Mandates' column is a great way to see the Direct Debit mandate status for each of your contacts.
If you need to chase customers yet to set up a mandate, you can filter your list by their mandate status and then choose to send communications.
Steps:
- From 'Contacts' click on the 'Manage columns' button found at the top on the right-hand side
- Click on the
icon to select which columns you wish to display in your Contacts view
- You can change the order by clicking on the three dots to drag and drop these into position
- Close the pop-up window to see your customised view