Turning Off Data Hold for a Company Record
Overview
Data Hold prevents a company from having sales or purchase orders created for them. If you wish to take them off Data Hold once you're happy for them to have sales orders, this video explains the process. A step by step guide can be found below the video.
Steps
- Open the Company Record.
- Use the Actions button to select Data Hold Company (toggle).
- Confirm in the pop up.
- Click Continue.