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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Customer on Credit Hold
I am trying to source a field on a transaction form after I add the customer name. I have tried a few different methods with no luck. There is a field available in customer searches called "On credit hold"{oncredithold}. I can not find this field on the customer record form. I created a transaction body field with a default value= {entity.oncredithold}. This does not source when the customer is loaded into the transaction.
The ultimate goal is to have a workflow that shows a message when the customer is loaded in a transaction, even an estimate. Any suggestions will be greatly appreciated.
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