Non-supported ReleaseNon-supported Release
ECI no longer supports this version of e-automate, and this version of the online help is no longer being updated. ECI recommends upgrading to the current release. Contact your account manager for more information.

Additional Info - E-agent and Credit Hold Status

E-agent is a program that ships with e-automate and is included in your e-automate purchase. E-agent is a tool that can be configured to send you e-mail notifications when certain tasks or activities occur in your e-automate database. One of these tasks is the Customer Hold Status task. You can configure the task to run daily, weekly, etc. You can configure e-agent to place a customer on hold when the customer is a specified number of days past due on invoices, or is at a defined percentage of the customer’s credit limit. You can also configure the Customer Hold Status to release customers from hold when they come back into compliance with your defined parameters.

After the Customer Hold Status task is completed, e-agent sends an email to identify which customers were placed on hold and which customers were released from hold. If you do not want e-agent to place on hold or remove from hold a particular customer, you can exempt a customer from the task. You exempt a customer from the e-agent task by checking the Allow e-Agent to place or release from on hold checkbox on the Account tab in the customer profile. E-agent only places and removes the on hold status, Credit Hold. If you have placed customers on hold using another code, e-agent will not remove or place hold.

For more information on how to access and use e-agent, see the E-agent Overview help.