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How to view collection reminders?

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

This option has the purpose of viewing the collection activity list planned for a specific period.

To view the collection reminders, follow these steps:

  1. Access Marketing & Sales | Contacts and Opportunities | Activities | Collection Reminders;
  2. Specify the contact Date. By default, only the current day is included;
  3. Specify the Customer Types to include on the consultation (optional);
  4. Click Update.
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