Third Party Contact Information in the Inquiry screen
In the UBS module, it would be highly helpful if the third parties email address was able to be viewed in the inquiry screen. In order to see their email you have to go into Edit Customer and Show Detail, click the 3rd party tab, then click on blu...
If there is a ladder then there could be a record of when something is disposed or transferred.as everyone would have to agree we need to disposed and not just one person.
Sending text messages to customers or communicating emails about changes in pickup services is a challenge when only business numbers for the third-party payment company are on file. The agency needs to have the option to send the message to the c...
Develop a Journal Entry approvals system similar to the PO requisition system to track JE batches approvals for auditing. History of who entered and who approved within the batch, not just the audit trail.
Create an online portal to allow customers to apply for utiltiy serivce accounts online. Ideally, once customer has applied the application would sit in a queue for processing by staff member. This would greatly reduce our data entry time.
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