Thread should have a sync with ConnectWise for Credit Hold status where it shows a pop-up/banner notifying the technician if a client is on a Credit Hold
T
Tim Dippolito
Thread should have a sync with ConnectWise for Credit Hold status where it shows a pop-up/banner notifying the technician if a client is on a Credit Hold. Currently there is no banner or anything notifying technicians when a client is on Credit Hold status in Thread. This is very important as the technician may do work for the client when they are not supposed to until the Credit Hold status is lifted. Ther key features would include:
- Dynamic sync of the CW Credit Hold flag (not a manual field)
- Technician-visible warning when opening a thread for a held client
- Parity with ConnectWise's native pop-up behavior
This is a billing risk that really needs to be addressed