Migrating Customer Call Notes from AR to Advanced Collections using JTF_NOTES_PUB API
Posted by anilrpatil on October 24, 2009
The Objective of this document is to explain how we migrated Call Notes from AR to Advanced Collections
Our client is implementing Advanced Collections. The Client is currently using AR Collections Workbench to manage its Collections Activities. As such the Call notes are currently maintained in AR in the Customer Calls form as a Response Note or a Call Topic Note . These notes are either at the account level or a transaction level. When the Collectors switch to the Collections form in Advanced Collections, the AR Call notes cannot be viewed in the Notes Tab. Hence there is a need to migrate the AR Call notes from AR to Advanced Collections
Click here to read our solution
[Keywords: JTF_NOTES_PUB, API, CRM Notes]
