Customer Alerts

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  • Updated 4 weeks ago
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Can anyone please tell me if you can put a note on a customer file - so when the boys are doing a invoice it will alert them (I need a note alerting them that we had previously written off debt for a particular customer)
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Cassie

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Posted 4 weeks ago

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What we do with our bad debt customers is edit the customer name. For example if the customer name was Smith we change it to read sMITH. That way when you search a customer or try to create a sale order, it flags it to you without having to go into customer notes. A little primitive maybe but it works for us. Hope this helps
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Adrian

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In the customer payment area you can put in a credit limit, so if they go to raise an invoice a warning pops up.

Adrian