Customer Wizard

Tag: Customer Wizard

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, customer within an ageing balance or customers that have used a given percentage of their credit limit.

Customer 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 screen cast below for more information