I noticed that it seems like inactive customers (or customers who haven’t been sold to for long periods) are automatically placed on credit hold. This is a little misleading because the customer shouldn’t be on ‘credit hold’ but rather, it should be ‘inactive’. Is there a way to track or mark a customer as inactive? or to stop this feature from automatically happening?
We added a UD field to specifically indicate Active or not… and placed it over the Do not Contact …and mimic the same behavior…
Inactive = greyed diabled look
Active = Green color…
Pierre
thanks! seems like that’s the only way. I also noticed you can use ‘Valid SoldTo’ to indicate whether or not a customer is active. If this box isnt checked, users will not be able to create anything for this customer.