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When tasks/activities/events are created at the Customer screen in Receivables, currently they need to be associated manually to Credit and Collections before these tasks show up in the Credit and Collection workspace (tile with open tasks count, my open tasks list, etc.). It would be great to have this association created automatically (using setup parameters) so this manual step could be skipped. Without this, dedicated Credit and Collection employees have hard times following up tasks that have been created by Customer Care in the Receivables module.

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap. 

 

 Sincerely,

Shivam Pandey

PM, Microsoft