Restricted Accounts

Restricted Accounts

Accounts are restricted based on criteria identified in the Compliance Page.

1. A  restricted account will show a dialog box when a user opens the account and a "RESTRICTED" pill in the summary section.

After clicking OK, users will be able to navigate in the account, but will not be able to use the click to dial tools or the quick opt in tools for email and text.

2. Restricted accounts can be identified as follows:

• In SQL Designer reports where debt.restricted=true
• In Inventory Designer reports with Add Logic of Account-Restricted
• Using a Logic Block Add Field of Account-Restricted