Tag: PDi CRM Block Customer

PDi CRM – Block Customer Wizard

PDi CRM Block customer wizard manages your Sage Pastel Customer credit control. Use the preset rules to block or unblock customer accounts easily. Rules include customers over credit limits, customers with an ageing balance, or customers that have used a given percentage of their credit limit.

Customers on the list can then be blocked or unblocked as required. The included customers can also be transferred to the mail-merge module for sending a letter, email, or SMS.

View the screencast below for more information