"Flagged Account" pop-up

[awardsguy]

Can we have a pop up happen if we have to flag an account? Maybe they have a product that was never picked up. Maybe a customer has a bounced check or p***ed due account and we need to collect that before we want to process more orders. There are any other number of reasons that it would have a Flagged Customer option with a box that pops up like the "comments note" pops up...just make it a different color or style so we'll know it's a special note.

[M. David Matney]

Can we have a pop up happen if we have to flag an account? Maybe they have a product that was never picked up. Maybe a customer has a bounced check or p***ed due account and we need to collect that before we want to process more orders. There are any other number of reasons that it would have a Flagged Customer option with a box that pops up like the "comments note" pops up...just make it a different color or style so we'll know it's a special note.

If the order is direct billed to a customer and you create all new orders to be direct billed to a customer, then you can add a default order comment to the customer information. This will create a comment that will appear on all future orders.

The way to handle customers that are past due is to change their payment terms to COD. This will cause a popup to occur when an ***ociate enters a new order and tries to direct bill the order.

In the case of bounced checks, set their payment terms to COD

In the case of other types of flagging set a default order comment on the customer record.

[awardsguy]

Got it. We'll try the default order comment and see if it's what we're looking for.