How do I get a Bad Risk banner to display for a customer in Annie Unplugged?
|1. Open up SuccessWare21 and navigate to the customer in question
2. Double Click on their Account#
3. Navigate down to the Billing Account details and look for the "Bad Risk" check box and the "Rating" dropdown (as shown below). In the Rating drop down, select "BADR."
Once this is checked and you select Save you will see the "BadR" warning show up for the customer in SuccessWare21 (as shown below).
Once you have this setup in SuccessWare21, if the customer is selected in Annie Unplugged, it will appear as follows: