I agree with the above recommendation by Shannon. The current reports aren't sufficient to easily see unallocated overpayments/prepayments. I find it hard to believe the balance in a contact record isn't reflective of these and only shows debit balances. It makes staying on top of credit balances very difficult, which in turn makes us less than proactive with customers who have money available to use.
Laura Sieczkowski
supported this idea
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I agree with the above recommendation by Shannon. The current reports aren't sufficient to easily see unallocated overpayments/prepayments. I find it hard to believe the balance in a contact record isn't reflective of these and only shows debit balances. It makes staying on top of credit balances very difficult, which in turn makes us less than proactive with customers who have money available to use.