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Place a Customer-Level Hold

Use the Manage Holds dialog box to place a collection hold at the customer-level. You must have the Allow Creation of Holds Permission.

To place a customer-level hold

  1. In the Account toolbar, click Holds.

  2. In the Options list box, click Customer.

Manage Holds dialog box

Hold Days: Number of days to place the account on hold.

Reason: Reason for placing a customer-level hold on the account.

  1. Complete the information and then click Place Customer Hold. The system displays a message on the Account Navigator card to indicate a collection hold.

Related Topics

Collection Holds

Account Navigator Card