Announcements
No record found.
Hello all -
I have a client that wants to run aging snapshots by customer pool. They are using the collection letter functionality but are not using collection agents. For testing purposes I have created two customer pools with pool type equal to 'Aging Snapshot'. After generating aged balances for each of these pools shouldn't I see the Pool box on the Aged Balances list open up for filtering? Just wondering how I can view aging lists by filtering on snapshot Pool?
Thank you any advice offered.
Hi Barry,
To be able to select or switch from the pool, you need to setup Collection agents and assign pools. The selection is from the workers table. To be able to recognize the setup for your user, the worker needs to be linked to the user.
Thank you André.
Hello Barry,
Please ensure that the employee that is linked to your users is a collection agent.
If you make a setup similar as shown below then you can switch between pools in the aging form.
Best regards,
Ludwig
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
We are thrilled to have these Champions in our Community!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Giorgio Bonacorsi 622
André Arnaud de Cal... 553 Super User 2026 Season 1
CP04-islander 430
