Currently I have to drill into every customer's card to see if they are on credit hold. Surely it can't be hard to include that field in a report?
- Merino10 years agoExperienced Cover User
Go to Lists>Cards. On the customer tab, there is a column for credit hold. If the customer is on credit hold an orange triangle will show in this column.
- betty10 years agoCover User
I needed Stop Credit clients to be identified. In the customer card file I went to the AADW field and inserted a new entry Stop Credit. Everytime I put a customer on Stop Credit I entered this on their card in the AADW field. You can then get a report that shows you which clients are on stop credit.
Go to Card File
Click on reports.
Card Type Customer
enter in AADW "Stop Credit" and this report shows you all your Stop Credit customer
- betty10 years agoCover User
Forgot to say. When you remove customer from Stop Credit you will have to go to the card file to remove the AADW field from the customers card
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