Sales

Customers - Hold History

The Hold History for the Customer can be accessed from the Customer Maintenance screen.

Ribbon Access: Sales >  Customers

1. The Customer Listing screen will be displayed.
2. Select the Site where the customer can be located.
   • The example has Durban selected.
3. Select the Status for the customer.
   • The example has Active selected.

     You can view the hold history details for a customer in any status.

4. Click on the row of the customer whose Hold History details you wish to view.
5. Click on the Hold History tile.

6. The Hold Listing for Customer: [customer code] screen will be displayed.

   The Hold History for the Customer can only be viewed from the Hold Listing screen and no changes can be made to the information.

7. The Hold History is automatically generated when the Customer is Placed on Hold or Released from Hold.
8. Click on Back to return to the Customer Maintenance screen