Credit and Collections module - can't create a task

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Posted on by David Bansais

Hello,

I have to present Credit and collections module to a customer.

In collections, I want to create a task. But the button is not accessible:

In the past, I already presented this module and I was able to create a task.

Many thanks for your returns.

Kind regards,

David B

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David Bansais 15 on at

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RE: Credit and Collections module - can't create a task

Many thanks to all.

It's working now.

I have to create an Activity Type in Sales and Marketing module.

Have a good day.

KR,

David
GirishS 27,825 Moderator on at

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RE: Credit and Collections module - can't create a task

Do you have any customization on this form?

If possible you can debug the code and find out why the button was not enabled.

I saw the standard code and find out that ok button is enabled if the end date time is lesser then and start date time and some more conditions.

Thanks,

Girish S.
David Bansais 15 on at

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RE: Credit and Collections module - can't create a task

Yes, my user is mapped with my employee in my company.

My role is "SysAdmin".
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saurabh bharti 15,033 Super User 2025 Season 1 on at

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RE: Credit and Collections module - can't create a task

Can you also check if your user is mapped with person?
David Bansais 15 on at

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RE: Credit and Collections module - can't create a task

Hi Girish,

It's the same (can't add screenshot).

KR,

David
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GirishS 27,825 Moderator on at

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RE: Credit and Collections module - can't create a task

Hi David,

Can you adjust the Start date/time and End date/time and see whether the Create task button is enabled. Make it as end date greater then start date and check.

Thanks,

Girish S.
David Bansais 15 on at

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RE: Credit and Collections module - can't create a task

Hi,

Yes, I have the same in our SandBox, and in customer production / test environments.

Kind regards,

David
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Deepak Agarwal 8,575 on at

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RE: Credit and Collections module - can't create a task

Hi David,

was there any change in your permissions. Can you try the same in any other environment to verify if this is related to permissions issue.
David Bansais 15 on at

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RE: Credit and Collections module - can't create a task

Any answers?