Name of Feature/Request: To Create Collections Data Set For Report Builder (Beta)
What financial, time savings, or quality of life improvements will occur from this: To Create a Collections Dataset in Report Builder (Beta) that has a relationship with Transactions, Transactions Details, Invoice and Invoice Details Datasets. | Frequency: daily | We have a report which shows past dues of more than 30 days. It would be helpful to know which collection message, if any, has been sent on that report. the A/R by Customer report only tells you when the last notice was sent, not which one.
Attempted Solutions So Far: contacted support, but no solutions were available.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: It would really be nice to have the collection notifications in a dataset so that it could be reported on a custom report as I have shown you so you would know which collection notice has been sent. | Previously accomplished: cannot be done currently
StrivenID: 5095800