Late on Payment / Credit limit hit Warning From books
When trying to create a deal or other things to a customer account in CRM id like to see a option to show the over credit limit to the user. This is important for the sales person to know if they are hitting credit limit they need to ask questions. Like do we need a credit increase or are they not paying bills. So if 2 different warnings one for over due and one for at credit limit. Thouse are 2 different issues that need to be dealt with. If they are overdue the sales person need s to know dont cut deals.
Also i would like to sync the credit limit on the books to crm but i want the books to be master and the crm be read only. I dont see the setting to limit the user permissions in crm.