Customer Credit Overview

Customer Credit Overview is an M3 Experience Designer application that enables credit controllers to manage customer credit status efficiently.

This application removes the complexity of switching between multiple M3 programs and simplifies access to customer financial and credit data. By consolidating essential information and actions into a single interface, it reduces search time and improves operational efficiency.

This application provides these benefits:

Consolidated information and actions are accessible in a single interface, making the user experience more intuitive.
Access to comprehensive customer insights wherein you can search and select a customer to view all relevant data such as financial details, credit limits, invoices, contact information, and the status of customer and maintenance orders, including rental agreements.
Direct management of information such as updating financial and credit limit information, modifying contact person details, and releasing stopped customers, orders, and agreements.
Conditional styling support for highlighting information or statuses.
Integration with H5 enables quick access to related actions, enhancing workflow efficiency and reducing task completion time.

Although you can use the application as delivered, it is recommended to create a copy of the standard application to align with your business processes and maintain stability as updates are deployed. If your workflow requires a custom list, copy and modify it to meet specific requirements and preserve functionality.