Editor
Course content

How to check the credit tiers of the contacts

How to check the credit tiers of the contacts

01. Go to the contacts module


2. Click on the particular customer



3. Go to Accounting tab


Here check on partner limit and then you will be able to view the credit tier


4. To check the customers listed under each credit tiers, in the contact module go to group by and select add custom group, select credit tiers from the list and click apply.



Now you can check the credit limits applicable for each contacts




Rating
0 0
Views
69 Total Views
1 Members Views
68 Public Views