Place an Account-Level Hold

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

To place an account-level hold

1. In the Account toolbar, click Holds.

2. In the Options list box, click Account.

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

Reason: Reason for placing an account-level hold on the account.

3. Complete the information and then click Place Account Hold. The system displays a message on the Account Status Card to indicate an account hold.

Related Topics

Collection Holds

Account Status Card