Is there a way to block project insert when a customer is on credit hold status?
Solved
Credit Hold and project management
Best answer by vkumar
As a workaround, one can create a Customer access restriction group and add the Customer’s on hold to that group. This will be manual process though. Ensure the restriction group is not assigned to the users who create Projects.
Else, one may explore customization to restrict on credit hold customer selection on Project entry screen.
Regards,
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