Contents

Introduction

Submit the service request

Next steps

 

Introduction

Use the default Incoming Deposit service request in Tamarac CRM to track incoming deposits and assign follow-up work associated with the deposit.

After you submit the service request, CRM creates the appropriate follow-up tasks based on what you enter in the request.

This article covers steps to submit the default Incoming Deposit service request.

Note

If your firm customized the default service request configuration, the fields available in Incoming Deposit may differ.

This default service request supports both legacy Dynamics 365 workflows and Power Automate flows. The automation used by your firm depends on your configuration.

Submit the service request

To submit an Incoming Deposit service request:

  1. From the command bar of an account, select Service Request.

  2. Select Incoming Deposit.

  3. Complete the required * and optional fields to provide as much detail as necessary for the request. For general steps to enter service request details, see Submit a service request.

    Field Instructions Considerations
    Financial Account* Select the financial account that will receive the deposit.

    When you select the financial account, CRM automatically populates this field.
    Type of Deposit* Select how the deposit will be submitted.

    The value you select determines which additional fields appear.
    Date* Enter the date associated with the deposit.

    This field appears only when Type of Deposit is ACH, Journal, Transfer, or Wire.
    Amount* Enter the deposit amount.

     
    Source of Funds Enter the source of the deposited funds.

    This field appears only when Type of Deposit is ACH, Journal, Transfer, or Wire.
    Check Date* Enter the date on the check.

    This field appears only when Type of Deposit is Check.
    Check Number* Enter the check number.

    This field appears only when Type of Deposit is Check.
    Method of Delivery Enter how the check was delivered.

    This field appears only when Type of Deposit is Check.
    Invest Cash* Specify whether the deposited cash should be invested after receipt.

    If you select Yes, the Investment Instructions, Investment Task Owner (User/Team), and Investment Task Owner fields appear.
    Additional Instructions Enter any information that may help complete the deposit request.

     
    Service Request Task Owner* Select the user or team responsible for processing the deposit request.

    The selected user owns the service request and receives the generated Incoming Deposit task.
    Priority Select the priority level that best reflects the urgency of the request.

     
    Send Notification To Select a user who should receive a notification about the request.

    The selected user receives an email notification after you submit the service request.
    Investment Instructions Enter instructions for investing the deposited cash.

    This field appears only when Invest Cash is set to Yes.
    Investment Task Owner (User/Team) Select whether to assign the Invest Cash task to a user or a team.

    The value you select determines which records are available in Investment Task Owner.
    Investment Task Owner* Select the user or team responsible for investing the cash.

    The request filters available records based on the selected Investment Task Owner (User/Team).

    The selected record becomes the owner of the Invest Cash task.

  4. After you enter all necessary service request information, select Save and Close to submit the service request.

Next steps

After you submit a service request, you and any delegated firm users can monitor or manage the service request and associated tasks. For more information, see Access and manage service requests.

To understand the task automation, see Automate incoming deposits with Power Automate.