ID595 - Customer Flagged for 'Special Care' has been Invoiced Overview & Sample:

Some customers just need 'special care.' Either they have invoice requirements other customers don't have, or you just want to be sure you're always on top of what's going on with them. This alert will advise you every time a customer flagged for 'special care' receives an invoice or credit, and give you basic details on that transaction. This alert can go to management or to the sales rep, and you have the option of seeing every transaction or only those that actually have a balance due or owed (you can choose to exclude $0 invoices for covered service, for instance).




This is an auto deploy alert so you will need to set up the Custom Property for your Customer Record:

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