Release 2025.24
Release date:
New Features
Automatically open Credit Report after downloading
When clicking to download a Credit Report; the Credit Report now automatically opens.
Credit Alert Notification Portlet
A new dashboard portlet is available to display credit notifications.
When TaskCollect receives credit notifications from the associated Credit Agencies, they are assess and categorised as being “Critical”, a “Warning”, an “Improving” situation, or “Noteworthy”. The new dashboard portlet provides an interface to see the notifications and mark them as “Acknowledged”.
Collection Step Escalation Contact
Collection Procedures allow emails to be scheduled to be sent to the “Collection Contact” or the Customer’s default email address. This new feature allows any Email field associated with Customer record to be selected as where the email should be sent.
The sending of emails from Collection Procedures follow the logic:
If an Escalation Contact is specified in the Action and the associated field on the Customer record is populated send the email to that contact;
Otherwise, if the Collection Contact is populated send the email to this contact;
Otherwise, send the email to the Customer’s “Email” address.
Invoice Clip Transaction Date Skipping Weekends
A new feature is added that allows Collection Procedure Steps to be configured to avoid both weekends and UK bank holidays. This ensures Collection Procedure emails are only sent during working days.
Loading Spinners
Loading spinners have been added to the Customer Workbench and Task Workbench.
Bug Fixes
[326] Corrections the value displayed in the Promised Amount KPI.
[311] Correction to Customer Workbench filtering.
[306] Fix to setting of the Gather End date of Invoice Clips.
[301] Fix to error raised when no Collection Contact is specified on the Customer record.