When a customer account has been closed, Sage gives no warning when a new work order is being created. I closed a customer account, due to non-payment, and just discovered we are now doing another project for them. Upon looking into it, I found that Sage gave no warning as to the account status when our service team created a new Work Order. I feel this is a flaw that should be corrected as soon as possible. Thank you
by: GREGG C. | over a year ago | Service Receivables
Comments
We get notification when a customer has a large past-due about. What we would like is a way to flag customers, not necessarily because of payment issues. It could be that we need to have specific equipment or other logistical issues at the location. A pop-up would save us time and resources.