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PT
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ES
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AO
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CV
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MZ
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ST
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GW
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Professional
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Executive
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Public Sector
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Omnia
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Evolution
To associate open items to a collection activity, follow these steps:
- Access Marketing & Sales | Contacts and Opportunities | Activities;
- Select an activity of the type Collection;
- Specify the entities to be included in the activity;
- In the Collections tab, click the button on the lower part of the page;
- In the Open Items Selection window, select on the grid the open items to be imported on the column "Sel.";
- Click Confirm;
- Finally, click Save.
To associate open items to a collection activity, it is necessary that the Account Type associated has the state Coll. selected.