On Hold Report: Difference between revisions

Latest revision as of 11:00, 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 19:55, 3 February 2021 view source Ncroker (talk \| contribs) Bureaucrats, Interface administrators, Administrators 526 edits 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 11:00, 22 October 2021 view source Sbenney (talk \| contribs) 913 edits 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.