Documentation | User Guide

Documentation | User Guide

Activities Collection module

  • Access to Collection module
    • See collection cases assigned to or created by the user
      • See collection cases in user's tax division
        • See all collection cases
        • Manage the capacity to collect
        • Access to collection case's contacts
          • Manage his own contacts
            • Manage all collection contacts
        • Access to collection case's contacts
          • Manage his own contacts
            • Manage all collection contacts
    • Create collection cases in user's tax division
      • Create collection cases in any tax division