Contacts - Add a credit checking tool to customer profiles
Ability to run credit checks from the contacts page when enrolling new buyers.
1
vote
Alton shavers
shared this idea
Hi Alton, thanks for your idea. We understand you’re looking for a credit risk assessment tool within customer records, so you can review credit information without needing to use separate systems.
Having credit insights available alongside customer details could help make onboarding decisions and credit management more efficient.
We'll continue to gather interest and feedback from the community for future reference.
