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AR Customers ON HOLD - Creating New Work Orders in Field Service

When we are creating work orders in Vista on an AR Customer that has “On Hold” in their status, it notifies the person that the account is on hold. When a technician is creating the work order through Field Service, no notification pops up. Is there a way we can add that notification so the technician knows the client account is on hold and that we shouldn’t be responding to the service call unless okayed by a manager?

  • Guest
  • Jun 8 2022
Company MMC Corp
Job Title / Role Business Analyst
I need it... 6 months
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