Jaycee
8 years agoContributing Cover User
Status:
Archived
Report: Sales [Customer Summary] - Credit hold status
I use the Sales (Customer Summary) as a live work sheet to send reminders and resend overdue invoices. From here I also record the contact detail in the customer contact log with a follow up reminder for the "to do " list.
Knowing the credit hold status without going back and forth would be handy.
"Sales (Customer Summary) report to include the "credit hold" status."