CloudLink Ideas Portal

Add link to customer A/R data from COTI for Credit team to aid in approval process.

Our Credit Mgr. is asking if it's possible to have a link to the customer's Account Receivable page (SalesLink) added in COTI. We would want to limit who sees this data, so if it could be added to the 'Credit Release' tab, or maybe on a separate tab that only Credit/Managers could see, this would be ideal.

  • Deborah Styring
  • Aug 21 2018
  • Needs more votes
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