Adding People to Worklist and Collection Management-SF
Hello community,
I'm reaching out because I'm a little confused about how to manage collections in Student Financials. Specifically, I have a few questions:
- Adding People to Worklist:
- When assigning people to a collection, should I use the existing process or add them manually?
- If using the process, what steps should I take first, especially when assigning by role?
- Collection Closure:
- I noticed that when I update a customer collection after running the process, it closes the collection.
- Can you explain why this happens and if there's a way to update the collection without closing it?
I'd really appreciate it if you could walk me through the process step-by-step. Right now, I'm feeling a bit overwhelmed and unsure about the best approach.
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