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How to associate collectable pending items to a collection activity?

Last changed in 02/11/2021
This article applies to:
PT
ES
AO
CV
MZ
ST
GW
Professional
Executive
Public Sector
Omnia
Evolution

To associate open items to a collection activity, follow these steps:

  1. Access Marketing & Sales | Contacts and Opportunities | Activities;
  2. Select an activity of the type Collection;
  3. Specify the entities to be included in the activity;
  4. In the Collections tab, click the button on the lower part of the page;
  5. In the Open Items Selection window, select on the grid the open items to be imported on the column "Sel.";
  6. Click Confirm;
  7. Finally, click Save.

To associate open items to a collection activity, it is necessary that the Account Type associated has the state Coll. selected.

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