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Temporary hold on customer — Cloud Customer Connect
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Temporary hold on customer

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How can we put a customer on hold temporarily? A few documents mentions that we can do it by going into customer site and check the box "credit hold," but this option is greyed out. What could be the reason or the alternate solution.

Also, came across a community Q&A where the suggestion was to put an end date for bill to site, but this will still allow user to create back dated transactions.

Another challenge is that when we want to remove the hold, then a new bill to site needs to be created, which will have a new site number. Will this have any impact?

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