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"Customer pool" in credit and collection workspace don't work

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Posted on by Community member 20
Hi,
 
In the credit and collection workspace, the customer /pool/ field is greyed out and is not possible to use.
To summary: I have added collection teams, added it to the credit collection parameter, added the collection agent setup and made a collection agent pool with both pool type collection and aging snapshot. I have also run the aged balances after the setup was completed.
The preview of the customer pool works fine, but the field is still greyed out/not possible to use in the credit and collection workspace. 
 
How to fix this?
Categories:
Administration and Setup
  • Community member Profile Picture
    Community member 20 on at
    "Customer pool" in credit and collection workspace don't work
    How do I link between the collection agent (person) and your user on the Users form?
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,216 Super User on at
    "Customer pool" in credit and collection workspace don't work
    Hi,
     
    Have you assigned your user to any of the employees in the system?
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    "Customer pool" in credit and collection workspace don't work
    Hi,
    In my trial environment, this field is also grayed out. I think if your configuration is correct, then this may be the default display of the system. I also checked the relevant parameter settings, etc., but there is no setting related to this field. if you want to modify it, you may need to modify the form control. Or you could try the advice Andre provided.

    Best Regards,
    Hana
     
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 288,584 Super User on at
    "Customer pool" in credit and collection workspace don't work
    Hi Philip,
     
    Is there a link between the collection agent (person) and your user on the Users form? That can be the missing link.

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