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Former Member
Nov 28, 2011 at 04:18 AM

Create & Reverse Security Deposit from CRM Web-IC Utilities

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Hi,

We have set up an Interaction Center for Utilities. We have a requirement of creating a security deposit from CRM Web-IC outside the Contract Management process(for example if the move-in process did not create the security deposit correctly). Similarly, if a security deposit might have been created in error, and hence needs to be reversed from CRM.

Is there a standard way(or by customizing any view) of creating and reversing a security deposit in CRM Web-IC?

Thanks

Avik