Name of Feature/Request: Add Collection Queue Note To Customer Dataset
What financial, time savings, or quality of life improvements will occur from this: To have the ability to report on Collection Queue Note Using Customer Dataset | Frequency: The impact of this request is that A/R employees would be able to do their job more easily and efficiently with this tool available to them. The need for this report occurs daily. The financial impact from not having this feature is large and direct because it increases the likelihood of A/R employees making errors due to not having information as easily readily available as possible to make their job as simple and streamlined as possible. It would also be extremely helpful when multiple A/R employees are handling collections and transferring information between one another. This will continue to grow in Importsance as our dataset of customers and accounts receivables increases over time. | The employees in A/R would like to be able to see the Collections Que Notes without having to go to each customer and then go to collections and then view the Collections Que Notes from there. They would like a report that easily and efficiently pulls up ALL OF the customer’s Collections Que Notes so they can easily stay up to date and do their jobs to the best of their ability, communicate information more effectively, and mitigate potential mistakes and oversights.
Attempted Solutions So Far: have tried running reports based off of Customer and Transaction Datasets and had no success pulling Collections Que Notes. I have also tried going to the Reports drop down tab and the selecting AR by Customer also. This AR report is closer to what I am trying to create but still not the desired result. I would like to have a report where Charlene can clearly see ALL of the Collections Que Notes for each customer/vendor in one report easily and efficiently.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I need to run a report that pulls together the Collection Que Notes in one report so that the ladies in A/R can see the information without having to manually go through and click each customer to see their collections notes. I have attached a screenshot that shows the data location I am trying to pull from but I have not been able to make this happen using Customers or Transaction Details or Transactions and a few others as the dataset selection. Please advise. | Previously accomplished: This request is currently being worked towards due to not being able to run reports on Collections Queue Notes as circled in blue in the screenshot attached. It was managed before by physically clicking each customer and going to their collections tab to view the customer queue notes. It has become a concern now because our dataset has grown over time and A/R employees would like to be able to glance over the Collections Que Notes without having to go to each customer and then going to collections and then reading through the notes for that specific customer.
StrivenID: 5605777