Add a flag to identify accounts on stop
I have to communicate any accounts which are put on stop (due to late payment/credit limited exceeded etc) to the sales team via email and add a remark to the contact. I'm relying on the sales team remembering who is on that list/noticing the remark.
A feature that enables you to mark a contact as 'On Stop' which prevents estimates/invoices being raised and has a large red flag would be really useful. (I cannot see that this is currently a feature, apologies if it is please feel free to point me in it's direction!)
I second! We have the same issues with having to rely on staff to check a spreadsheet before dispatching goods which is frightfully dated! Please Zoho, help!!
Chris H commented
I think this is a great idea and we are trying to get this added as a feature too. There are a lot of accounts that become on stop and orders are being placed without the order processor checking that certain invoices are overdue and having to check. Being able to have a flag that is set by finance would save so much time. Please add this feature, it would only require one boolean true or false flag and a custom message to show. Not a complex modification.