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?
betty
10 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
Related Content
- 9 months ago
- 7 months ago
- 2 years ago
- 2 years ago
- 11 months ago