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Finance | Project Operations, Human Resources, ...
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How can I skip an action in Collections Management?

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I have set up a collections plan, but many of the customers I just assigned to it have debt that should be at the 4th step already.  Is there a way to "skip" a step or set them to a specific step level?

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  • Verified answer
    Hokuminaria Profile Picture
    2,950 on at

    Hello RickWard69,

    Collections Management is a Professional Advantage Product. You could look at creating a ticket with Professional Advantage or wait to see if the Community has information on your questions.

    Microsoft Support Engineer | Brandon Jarrett

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