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在客户页面上查看度量和链接的收款计划
作为收款专家,您可以通过查看客户记录页面上的关键度量来快速识别高优先级收款客户,并从战略上规划收款活动。这些度量包括初始到期总金额、当前到期总金额、收到的付款总额和平均逾期天数。您还可以在客户记录详细信息页面上查看与客户关联的所有收款计划。

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您在此处:
作为收款专家,您可以通过查看客户记录页面上的关键度量来快速识别高优先级收款客户,并从战略上规划收款活动。这些度量包括初始到期总金额、当前到期总金额、收到的付款总额和平均逾期天数。您还可以在客户记录详细信息页面上查看与客户关联的所有收款计划。
| 适用于:Lightning Experience |
| 适用于:查看产品和版本可用性。 |
| 所需用户权限 | |
|---|---|
| 要访问集合控制台应用程序,并查看对象记录详细信息页面: | 收款和恢复专家 |
请确保贵组织管理员已设置所需先决条件,以便您可以在客户记录页面上查看收款度量和已链接收款计划。

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