Sage 300 Construction and Real Estate: Give the option to change font color for customers that are inactive, have past due balances, or have a note on their account so that they are clearly recognizable when scheduling for service.

We would like to be able to change the font color or red flag customers that need special attention to their accounts so that they do not potentially get scheduled for service if there is an issue.

by: Kayci L. | over a year ago | 3 Service Management

This is a great idea!!!!!!!!! Even is Info Assitant Aging, it would be nice to see customers that are inacative or COD customers with a flag.

by: Melody H. | over a year ago
Great idea, especially for inactive customers/vendors.

by: Krista B. | over a year ago
In SM, pick a location and go to Properties. On the Billing tab, click "On Credit Hold." This is not exactly what you are requesting but it will block new work orders from being created.

by: John D. | over a year ago

35

Give the option to change font color for customers that are inactive, have past due balances, or have a note on their account so that they are clearly recognizable when scheduling for service.

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