Hold Field is Missing on the Financial Subtab of the Customer Record

Scenario

When an Administrator navigates to the Financial subtab of the Customer record (using a Standard Form), Hold field is not available.

Solution

The Hold field is dependent on the Customer Credit Limit Handling preference of the user. To resolve this:

1. Navigate to Home > Set Preferences 
2. Click Transactions 
3. Customer Credit Limit Handling: Select Warn Only or Enforce Holds
4. Click Save