Docviewer in Collections Module
Can you look into connecting the "DocViewer" to an AR Credit & Collections Customer? The thinking is it would be nice to upload the "Receivables Report" that a collections rep sends to each customer. That way, if the customer reaches out when the rep is OOO. Someone else can easily send the same report again without having to recreate it.
2
votes
Riley Elam
shared this idea
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Chris Beever
commented
This would be very helpful in the collections process. Having the last email contact or aging available in docviewer allows for multiple people to assist.