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Can there be a link of Customer and/or Lockbox to Receivables Specialist on Cash Application UI — Cloud Customer Connect
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Can there be a link of Customer and/or Lockbox to Receivables Specialist on Cash Application UI

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edited Oct 13, 2021 8:07PM in Receivables & Collections

Summary:

Link of Customer and Lockbox to Receivables Specialist on Cash Application UI

Content (required):

Client would like to be able to use the Receivables Specilaist on the Cash Application UI to seperate the work between end-users. However they would like this detail to be pulled from either the customer or from the Lockbox. How can this be achieved?

Version (include the version you are using, if applicable):

21C

Code Snippet (add any code snippets that support your topic, if applicable):

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