Re: [Emerald] 4.5 question

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David Routh (drouth@davlin.net)
Wed, 13 Aug 2003 11:03:43 -0500



Message-Id: <3.0.1.32.20030813110343.0085f4d0@mail.davlin.net>
Date: Wed, 13 Aug 2003 11:03:43 -0500
From: David Routh <drouth@davlin.net>
Subject: Re: [Emerald] 4.5 question

Hey,

We're on 2.5 as well...

The way we handle that is we've created a "Cancellation" group. Whenever a customer calls and says they are moving, etc., we place them in that group and set the "Expire" to the day they are due to cancel/move, etc.

I believe we also set the billing to "Other" and that stops the invoices from being generated...

It works for us...

David

At 12:00 PM 8/13/2003 -0400, you wrote:

>>>>

<excerpt><fontfamily><param>Arial</param><smaller>Hi,

  

I'm still on 2.5.3.2. In 4.5 is it easy enough to track customer services that are quitting? IE, how do you set a customer to be inactive on a certain date. Not expired, but inactive altogether because they gave notice to quit effective 10/1 because they are moving or whatever. We don't want to have them billed again on 9/1 for the 10/1-11/1 time period so need it to be flagged that they are quitting.

  

Thanks,

Monica

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This archive was generated on Wed Aug 13 2003 - 08:36:45 Pacific Daylight Time