ID185
List Customers On Hold
Output Type: Email
This alert sends you a weekly list of customers that are on hold along with the On Hold Code that is set on the account. You can get a list of customers on hold via eViews but it does not show you the reason they are on hold (On Hold Code). VariableW allows you to limit the output to the On Hold Codes you specify. VariableX allows you to specify which branches you want to report on. VariableY allows you to exclude specific customer types from this list.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID320 | Where do you keep sales rep info, CRM or eAuto | No |