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How to set up the use of pending items in collection activities?

Last changed in 16/07/2021
This article applies to:
PT
ES
AO
CV
MZ
ST
GW
Professional
Executive
Public Sector
Omnia
Evolution

For the open items of an entity to be available to use on the CRM, follow these steps:

  1. Access [Marketing & Sales / Purchases / Finances] | Payables and Receivables | Resources | Tables | Account Types;
  2. Create or edit the current account document associated to the entity Customer;
  3. On the state grid, select the option Cob.;
  4. Click Save.
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