Gary Palmer
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An error occurred while saving the comment Gary Palmer shared this idea ·
I have a client that make regular deposits on her account. She has friends and family do the same and then calls to ask me "How much credit is on my account" to place and order. I can't easily tell her without adding the "Client Summary" column manually. This would be a simple addition and help a lot for instances like this. (This is not a gift certificate that needs tracked. This is customer deposits from various sources to the same client. Then client wants to know her total account credit.)