Collection activities define what type of activities users can do and record while collecting for a customer. There is a new setup page called Collection Activities. (Setup > Collections > Collection Activities) Use this to add, edit, and remove collection activities. There are four default activities that cannot be deleted:
- Sent Statement
- Added to Queue
- Moved to Queue
- Removed from Queue
To add an activity, click + Add Collection Activity and type a Name for the activity.
