Customer account on Hold status
currently a pop up can be enabled as an alert to give the operator a message when a customer is selected, however occasionally we need to put an account on hold when a customer has either gone over their agreed limit or is not making payments. The account on hold status would ideally prevent a new invoice being created for the offending customer coupled with a warning to the operator.
AdminTroy (Founder, RepairShopr) commented
@james - add a custom field type "popup" to a customer, populate that with some text, and you'll see how it works - check with our customer service for more specific help.
James Scremin commented
Have just started to use RepairShopr and I would like to have the ability for a user to be notified if a customer account is on hold. Have done some searching in the knowledge base, but cant seem to achieve what is described above - "a pop up can be enabled as an alert to give the operator a message when a customer is selected".
Any guidance would be much appreciated.