Jaycee's avatar
Jaycee
Contributing Cover User
8 years ago
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."

Cards
Reporting
Sales

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  • Steven_M's avatar
    Steven_M
    Former Staff
    6 years ago
    Status changed:
    New
    to
    Archived

    Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages