Create & Reverse Security Deposit from CRM Web-IC Utilities

[Former Member]

Hi,

We have set up an Interaction Center for Utilities. We have a requirement of creating a security deposit from CRM Web-IC outside the Contract Management process(for example if the move-in process did not create the security deposit correctly). Similarly, if a security deposit might have been created in error, and hence needs to be reversed from CRM.

Is there a standard way(or by customizing any view) of creating and reversing a security deposit in CRM Web-IC?

Thanks

Avik

[Former Member]

Hello Avik,

any luck with above scenario , i also need to create SD in  CRM Web-IC outside the Contract Management process.

TA,

A

[william_eastman]

You can build a transaction launch link or a custom view for this purpose - there is no standard option for processing deposit in ICWC.

regards,

bill.