Membership is unable to select the Account Type of Member, Account Sub-Type of Escrow, with the Account Status of Inactive. Get error message: The combination of Type, Sub Type, Status and ATID Category is not valid. Need ability to set up customer as 'Escrow'.
Guest
| Software or Initiative | Salesforce |
I apologize. My 'requirement' above is incorrect. It should be Non-Member | Escrow | Inactive. We've never set up these accounts as 'Active' so I don't know the answer to your question. They are typically temporary for billing purposes and we're never told when to inactivate since they're for other departments. Can test if necessary.