Credit Controller

When a Credit Controller is selected in the Credit Control Advanced Filter, the home page Client List displays any records that match the specified filter criteria plus any Client records in which no Credit Controller has been specified. Only those records in which a different Credit Controller is specified are excluded.

This is intended functionality, so that records in which Client details have been incompletely or incorrectly set up are not overlooked when filters are applied.

If no Credit Controller is assigned to a Client, then the row representing that Client in the Client List is highlighted in red-orange, and the Credit Controller field on that row displays MISSING.