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Credit Ratings and Credit Limits

Comments

2 comments

  • Carla Saul

    Is there a way to set a notifier/email when an accounts credit review date is expired. 

     

     

  • Americas Ungerboeck Consulting

    Carla - the best way to handle this would be to add a Reminder/Activity for the expiration date, or prior to that date.

    Mark F

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