Customer account on Hold status
currently a pop up can be enabled as an alert to give the operator a message when a customer is selected, however occasionally we need to put an account on hold when a customer has either gone over their agreed limit or is not making payments. The account on hold status would ideally prevent a new invoice being created for the offending customer coupled with a warning to the operator.
Daniel Doyle
shared this idea
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David - 2Easy Computing
commented
"popup" to a customer... Does not take effect when generating an invoice.
This feature only works when searching or listing a client from the "Customers" tab. -
AdminRajesh Agarwal
(Admin, RepairShopr)
commented
@james - add a custom field type "popup" to a customer, populate that with some text, and you'll see how it works - check with our customer service for more specific help.
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James Scremin
commented
Have just started to use RepairShopr and I would like to have the ability for a user to be notified if a customer account is on hold. Have done some searching in the knowledge base, but cant seem to achieve what is described above - "a pop up can be enabled as an alert to give the operator a message when a customer is selected".
Any guidance would be much appreciated.