Difference between revisions of "On Hold Report"

Latest revision as of 12:00, 22 October 2021

This report allows you to see any customers who are currently on Credit Hold and filter them by a specific Sales Rep.

You can then click on the customer's account ID to modify their details and credit status.

Revision as of 20:55, 3 February 2021 (view source) Ncroker (talk \| contribs) (Created page with "This report allows you to see any customers who are currently on Credit Hold and filter them by a specific Sales Rep. You can then click on the customers account ID to modify...")		Latest revision as of 12:00, 22 October 2021 (view source) Sbenney (talk \| contribs) m (spelling corrections)
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	This report allows you to see any customers who are currently on Credit Hold and filter them by a specific Sales Rep.		This report allows you to see any customers who are currently on Credit Hold and filter them by a specific Sales Rep.

−	You can then click on the ~~customers~~ account ID to modify their details and credit status.	+	You can then click on the customer's account ID to modify their details and credit status.