Warnings Tab Accounts Receivable>Clients

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Overview

The Warning Tab is used to record potential issues when dealing with a particular client. If any warning or comment is recorded, a stop sign will appear here in the header of the client record.

 


 

Field Descriptions

Below are field descriptions for the Warnings Tab.

 

Warning Type

Hands Off - When checked, client should be avoided at all costs.
Credit Risk - When checked, client has a poor credit history.
Potential Conflict - When checked, a professional conflict may exist.
Warning Comments - Used to record other warnings not listed.