Create a template option for the AR Collections Inquiry screen
Allow users to create templates for an aging. Right now it's very tedious to go in every time and select what columns/information you want to see.
2
votes
Chris Beever
shared this idea
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Chris Beever
commented
And to be able to save a template with a title for various customer data requests.
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Anita
commented
This would allow the user to define templates that they commonly use when reviewing customer's AR.