Credit Hold Flag on Client in NewMile
under review
J
Jaeline Dure
We need the ability to flag a client in NewMile as a credit hold which would not allow an order to be scheduled for them until the flag is lifted. Ideally, you'd have this automatically created based on agreed upon credit terms with clients that would be inputted in NewMile. If they go out of terms the account automatically goes on hold. In short term a way to do this manually in system and display to newmile user that it's a credit hold not allowing them to schedule order (like over budget quantity control) will be helpful.
M
Miranda Reilly
marked this post as
under review