- Contents
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
-
In the Account toolbar, click Holds.
-
In the Options list box, click Customer.
Hold Days: Number of days to place the account on hold.
Reason: Reason for placing a customer-level hold on the account.
-
Complete the information and then click Place Customer Hold. The system displays a message on the Account Navigator card to indicate a collection hold.