If an A/R Customer in Sage ERP Accpac has been placed on hold the user in CRM should see an On Hold checkbox on the Company Summary Screen in integrated CRM
by: Andrea M. | over a year ago | Customer Mgment (CRM)
Votes
8
Allow a user to view the Customer On Hold status of an A/R Customer from the CRM Company Summary Screen
by: Andrea M. | over a year ago | Customer Mgment (CRM)
Comments
There is a procedure to do this. you can find it in the Forum