Differences

This shows you the differences between two versions of the page.

--- admin:check_hold_on_crm [2026/03/22 02:33]
216.73.216.145 old revision restored (2026/02/04 04:37)
+++ admin:check_hold_on_crm [2026/03/22 02:33] (current)
216.73.216.145 old revision restored (2025/12/20 08:14)
@@ Line 1: / Line 1: @@
 ====== How to check Fulfillment Shipping Holds in CRM ======
-We have to check twice a week to make sure we don't have held orders in Konnektive CRM as well as in OMS.
+We have to check twice a week to make sure we don't have held orders in Konneketive as well as in OMS
-. Log in to Konnektive CRM
-. Click **All Reports** in the navigation bar on the left. Then select **Fulfillments Details Report.**
-{{:admin:check_holds1.jpg?600|}}
-. Adjust **Start Date** and **End date** **(This Month)**
-. On **Fulfillment Status** - select **Hold** and **Pending**, then hit **GO.**
-{{:admin:check_holds2.jpg?600|}}
-. At the bottom - you will see all orders that being **held** and **pending.**
-{{:admin:check_holds3.jpg?600|}}
-. Notify management if you see any orders that being **held** and **pending** (if the orders are more than 2 days old)

Dial Customer Solutions Internal CS Wiki