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Former Member
Apr 29, 2014 at 11:43 PM

Report on Customer contact history

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Our business has requested for a report on Collection specialist's call history. In other words, when a specialist enters the customer contact information after exiting the process receivables screen it needs to appear in this report.The idea is to monitor the activity of the Collection specialist. To me, it seemed liked a very generic request and was wondering if there was any standard report for this. I know we can build a custom report off of the underlying tables but just thought of checking with this group.