How do I setup Credit Hold? Follow

Open Company > Settings > General App settings

Select Do not allow saving of Workorders on credit hold

Open Company > Security Groups. Edit the security group you do not want overriding credit holds such as the CSR Group.

Click the Action Security tab

Scroll down to Order Entry: Override On-Credit hold and clear the check mark


Open the Customer account that you want  to place a credit hold, and click Credit Hold on the Customer Maintenance window


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