Customer Status

Looking to add a status.  we currently use the inactive for customers over 60 days this way they cannot generate any more debt...its working great..however i would like a closed status for either write offs or older customers, if i use inactive they appear on my list when trying to sort through and collect over 60 days, so i am trying to have another category so they will just not be on the list at all.

 

Any insight?  Thanks,

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    Tacha,

    Thank you for your participation in the Sage City community!  I have incorporated Char's response into knowledgebase article 48121 for future reference.

    Thanks,

    Angie

    Senior Customer Support Analyst, Sage Construction and Real Estate

    Sage North America

Reply
  • 0

    Tacha,

    Thank you for your participation in the Sage City community!  I have incorporated Char's response into knowledgebase article 48121 for future reference.

    Thanks,

    Angie

    Senior Customer Support Analyst, Sage Construction and Real Estate

    Sage North America

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