CollectionActivity

This notification is used to inform users about open cash collection events that are assigned to them.

It is triggered when:

  • A cash collection event is open on or before the planning starting date specified on the event.
  • An event follow-up date is either today or in the past.

This notification in turn triggers the Collection Activity To-Do.

Recipient

The Collection Activity To-Do is received by the following users:

  • The employee assigned to the event.

Workspace

The Collection Activity To-Do directs the recipient/s to the Credit Control workspace.