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Guyuehome·· 23 days agoAI score10

CRM payment claim feature: incoming funds assigned to an owner the same day, claims can be revoked and re-claimed

Summary

CRM has added a payment claim feature, allowing incoming customer funds to be claimed by the corresponding claimant on the same day, resolving misattribution caused by confusing labels such as identical names for different accounts and alias payments. When a payment is in the "claimed, awaiting payment" status, the claim can be revoked; after revocation, other claimants can re-claim it, relevant personnel will be notified again, and the process supports rollback.

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Source: Guyuehome · guyuehome.com