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Create Alert when Customer has exceeded their credit limit

Create an email alert when a customer has exceeded their credit limit. Email could be issued to an appointed user within the company, or multiple users.
Kate Hutchinson over 5 years ago in Notifications 0 Idea Accepted - Gauging Support

Pop-Up Messages to show Credit Review Dates for Customers

It is possible to add Credit Review dates on Sales Ledger Accounts under the Credit tab. Although it is possible to add these datesagainst the accounts, you have to go into each individual account to check the dates entered. This information does ...
Guest over 8 years ago in Notifications 0 Idea Accepted - Gauging Support