Advanced Collections - EBS (MOSC)

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How to track discussions with customers transaction-wise using Advanced Collections

edited Aug 9, 2016 5:00AM in Advanced Collections - EBS (MOSC) 1 commentAnswered

Hi,

We have a requirement where we need to record discussions with customers for each transactions.

We tried leveraging the Notes section available under the Collections window, but this notes always comes at customer account level and not as transaction level.

Is there a way to record the discussions with the customers per transaction-wise using Advanced collections?

Thanks in advance

Regards,

Saurabh

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