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Exclude Customers from Collections Module/Dashboard

edited Feb 7, 2025 8:54PM in Receivables & Collections 3 comments

Summary:

Hello Team,

We need certain set of customers need to be excluded from Collections module and we want to use collector groups.

As collector field is mandatory at customer profile and customers are associated to "Default Collector" all the customers with "Default Collector" also displayed in the collectors queue (based on collectors group)

Is there a way to exclude these customers from displaying in collections module, any help is appreciated

Content (please ensure you mask any confidential information):


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


25A


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

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