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Credit Statistics. How do you set the up

  • 1.  Credit Statistics. How do you set the up

    SILVER CONTRIBUTOR
    Posted 23 days ago
    Hi All,

    We are using 365 and have the Credit and Collections Module. I would like to have our Credit Statistics show on our All Customer screen in the Related information tab ( side screen) but have been unable to figure out how to do the set up.

    This is how my set up looks and then the next screen shot will show the info that actually shows up on the related info tab, I dont know what i am missing to show ALL of the info on the related information screen.

    Any help at all is greatly appreciated


    ------------------------------
    Mara Taylor
    Credit Manager
    Kent Water Sports Holdings, LLC
    Snoqualmie WA
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