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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.
Outstanding A/R Notification
I would like to have an alert pop up to notify our reps that a customer has an outstanding balance (and perhaps even what it is) when viewing a customer record.
I know that this can be accomplished with scripting, but know little to nothing about the steps to make it work.
Any help would be greatly appreciated!
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