Collections (Pro)

If using Auto Sequenced Queues on the Collections Queue Setup, browse to Setup > Utilities > Automation. Switch Auto Sequence Collection Queues to On. This runs a job each night to move customers in and out of queues automatically. By default, thi...

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 c...

Use the Collections Status page to add, edit, and remove collection statuses. Collection statuses identify what queue customers are in. This page has a grid with these columns: Status Name — This is a text field. Status Description ...

The Collections Queue is for organizing, managing, and prioritizing the collections your business will use for customers. Use this to create and edit your collection queues. To create or edit these, users must have the Collections role. This is o...