Release date:
New Features
See Due Tasks directly from Customer Workbench
Quickly spot customers with due tasks via a new column. Click through to open a Task Workbench popup without leaving the Customer Workbench.
TaskCollect emails visible on the Customer record
A dedicated sublist in the customer’s Communication tab now shows all TaskCollect-sent/received emails, helping teams view correspondence without accessing Task Workbench.
Improvements to Existing Features
Email Template Improvements:
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Open Credits in Email Templates
Include a table of a customer’s open credits (unapplied payments and credit memos) in your templates. -
All Open Invoices in Email Templates (with Days Overdue)
Templates can now include every open invoice for the customer, not only those on the current clip. Includes a new “Days Overdue” column.
Faster Customer Workbench
KPI metrics loading has been improved, so the main screen appears faster and you can start working immediately.
Credit Agency Monitoring Searches
Two new saved searches are now available for dashboards and reminders:
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Customers Not Linked to Credit Agency - quickly identify customers missing a credit agency link.
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Failed Credit Agency Auto Link - surfaces customers where the automatic credit agency linking process failed, so they can be investigated and resolved.
Smarter Email Task Visibility
Received emails no longer appear as tasks in Task Workbench when the customer’s overdue balance is zero—reducing noise for collections teams.
Bug Fixes
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[537] Automated emails not sending
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[574] Due Date Clipping: gather end date
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[600] Timeline detail selection
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[603] Disputed invoice data consistency
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[524] Task Workbench filter duplication