Advanced Collections - EBS (MOSC)

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Advanced Collections

edited Aug 22, 2016 1:16PM in Advanced Collections - EBS (MOSC) 1 commentAnswered ✓

Hi,

We have a requirement where we need to record communication with customers and lick it to respective transactions.

I have checked the User Guide and it seems like we could record the conversations in "NOTES" tab but couldn't find anything about how to link the conversation to a particular transaction.

Is there anything I am missing, Please suggest.

Also we are looking to have email communication with the customers for each conversation, is there a way to begin the email communication with the customer from Advanced Collections screen.

Thanks in Advance!

Regards,

Saurabh

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