Hi, as many users have stated, users can be restricted from posting to A/R accounts, setting up an A/R account, etc. But this is not always feasible if there is no manager nearby to approve, etc. I would like to see color options for the contacts that can be assigned like the color categories -- for example, a red contact = no further credit. Yes, I know this can go into the notes area, but I know here, we are very busy, short-handed, and, yes, the SAs do not always read-- bad on them, but if there was a way to see this at a quick glance. I created a "Flag" with a dollar sign symbol, which is small and easily missed. With two locations, I cannot see every WO.( I wish). Thank you!
Kris Smit
Eastern Tire & Auto Service, Inc.