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Collections Manager :Not Pulling Proper Contact Information / Customer Name

Posted on by 43
Good morning,
 
Is anyone else experiencing issues when trying ot send past due invoices to their customer through the Collections Managers and selecting the appropriate contact?
 
Here are the steps that I do:
1. Go to the Collections Manager
2. Click on the Customers Bill to #
3. Click on the three dots next to the invoice # to be able to select more than one past due invoice
4. Click on "select more"
5. Select the appropriate past due invoices
6. Click on the email icon
7. Select the appropriate contact in the contact card
8. Click Ok
 
Once I do these steps, it is always reverting back to the main customer card email address. We were not experiencing this issue prior to last week. Does anyone have any suggestions on how to resolve this issue?
 
Also, when we normally went the past due invoices in the email template, it would populate the customers email in the "Dear" portion.. and unfortunately, it no longer does that. This also started happening when the contact issue above started happening about a week ago. Any help would be greatly appreciated! :)
 
Thank you
Brittany Boyer
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 3,866 on at
    Collections Manager :Not Pulling Proper Contact Information / Customer Name
  • Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    Collections Manager :Not Pulling Proper Contact Information / Customer Name
    ****MOVED TO BC FORUM****
  • BB-10052008-0 Profile Picture
    BB-10052008-0 43 on at
    Collections Manager :Not Pulling Proper Contact Information / Customer Name
    Hello Ramit Paul,
     
    We are pulling the Collection Manager with Microsoft Business Central 365.
  • Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    Collections Manager :Not Pulling Proper Contact Information / Customer Name
    Hi,
     
    Which Application you are facing this issue? BC ? F&O?
     

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