Can there be a link of Customer and/or Lockbox to Receivables Specialist on Cash Application UI
Link of Customer and Lockbox to Receivables Specialist on Cash Application UI
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?
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