B-Viz
Connor Webb

Feature request: alert when a key account's credit position changes

Ticketclosed

Strensall Merchants logo Strensall Merchants · Feature request: alert when a key account's credit position changes

Karen Oxley asked for a notification when a trade account's credit position changes, so branch managers hear first. Passed to the product team as a feature request with no timeline.

Priority low

What happened

What this says

As at Fri 9 Oct 2026

Karen Oxley asked for a notification when a trade account's credit position changes, so branch managers hear first. Passed to the product team as a feature request with no timeline.

Request: Karen asked for branch managers to be alerted when a key account's credit position changes, rather than finding out after the customer calls. Connor Webb logged it with the product team and said he could give no timeline. Handling: First response took 393 minutes. Connor asked which branches would need it first, which is open for Karen to answer. Watch: Karen flagged the Enterprise plan fit as unclear, so the tier question is still open.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

Details

Updated 9 Oct 26
Prioritylow
Statusclosed
Categoryfeature_request
Channelemail
First response (min)393
Helpdeskmade from

Trail

  1. Karen Oxley
    created · Karen Oxley 22 Jan 2026 13:00
    Hello, I'm getting a steady stream of questions from branch managers about credit holds on key accounts. At the moment we only find out when someone happens to look at the account, which is usually after the customer has already rung us. Would it be possible to get a notification when a trade account's credit position changes, so branch managers hear first? I know it's a bigger ask and I'm not sure how it sits with our Enterprise plan, but it would make a real difference for the North East team. Regards, Karen Oxley
  2. Connor Webb
    Public reply · Connor Webb 22 Jan 2026 19:33
    Hi Karen, thanks for the detail, that makes the case clearly. What you've described is a notification to the branch manager when a key account's credit position changes, so they hear before the customer does. I'm not going to guess at how that would be built, so I've passed it to the product team as a feature request with your note attached. I can't give you a timeline, and I'd rather not promise one before they've looked at it. If it helps, tell me which branches would need it first and I'll add that to the request. Thanks, Connor
  3. Connor Webb
    Status change · Connor Webb 23 Jan 2026 15:48
  4. Status change · 27 Jan 2026 23:59
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