Name of Feature/Request:
Ability To Flag Customers Who Exceeded The Assigned Credit Limit
What financial, time savings, or quality of life improvements will occur from this:
To have customer accounts that reached or exceeded the pre-designated credit limit be flagged when new sales orders are created to notify sales reps |
Frequency: Whenever a customer reaches their credit limit | To have an automatic alert popup when a customer reached or exceeds their credit limit so that sales reps are notified before creating new sales orders
Attempted Solutions So Far:
Manual process of adding customer note
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software:
Want to have customer accounts that reached or exceeded the pre-designated credit limit be flagged when new sales orders are created to notify sales reps.
StrivenID: 5163069