Sage Pastel • Guide to Using the On Hold Assistant

Sage Pastel • Guide to Using the On Hold Assistant

Quick Guide to Using the On Hold Assistant

Pastel Using the On Hold Assistant

To put documents on hold…

Click on Process…On Hold Assistant

  • Select the document type to be placed on hold

Click on the Next button

  • Select the specific account or click on the Select All button to select all accounts

Click on the Next button

  • Select the specific document to be placed on hold

Click on the Process button

  • The selected document or documents will now be on hold.

Click on the Start button to return to the Choose a Document Type screen

… or click on the Finish button

 

To release documents on hold…

Click on Process…On Hold Assistant

  • Select the Customers to be released from on hold

Click on the Next button

  • All documents on hold will have a tick in the tick box next to them in the On Hold column
  • Deselect the tick from the tick box and click on the Process button

Click on the Finish button

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