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Enabling the Customer Inactivity Warning feature globally alerts a CSR if a Customer has not placed an Order or Route Stop within the set number of days. Using this Global feature controls when the alert is displayed and makes keeping track of active/inactive contracts easier.  

Enabling Customer Inactivity Warning

To enable the Customer Inactivity Warning functionality, follow the steps below:

• Open the

  Global 

  Global Options

   form

   form.

• Enable Customer Inactivity Warning

   and

   and set the number

  of 

  of days

   value

   value.

• Click 

  Click OK

   to

   to close the form. 

Customer's Last Ordered Date

To view or edit a Customer's Last Ordered Date:

• Navigate

  to 

  to Maintenance > Customers

   and

   and open

  the 

  the Customer

   record

   record you would like to view/edit.

• Navigate to

  the 

  the General

   tab

   tab.

• Last Ordered

   is

   is automatically updated and can be manually overwritten by adjusting the date.  

...

Displayed Warning Message

Once the Inactivity Warning has been enabled, and a Customer's Last Ordered date is more than the number of days set in the Options form, an Inactivity Warning is displayed when any new Order, Recurring Order, Contract Stop or Route Stop is created (as soon as the CustID is entered).

The The below images show the Inactivity Warning displayed on different forms.

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