Subject: RE: [Emerald] 4.5 question Date: Wed, 13 Aug 2003 13:09:43 -0400 Message-ID: <A10FF57292DB5441876BF32B8166314986EE@exchange.inhouse.amaxx.net> From: "Hall, Eric M." <ehall@amaxx.com>
On that same topic. If a user canceled and a few months later they want to use our service what is the correct way to reactivate the account ?
-----Original Message-----
From: Dale E. Reed Jr. [mailto:daler@iea-software.com]
Sent: Wed 8/13/2003 1:04 PM
To: emerald@iea-software.com
Cc:
Subject: RE: [Emerald] 4.5 question
> 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.
There is a cancel date in Emerald 4.5. You set it to when
the customer should be billed up to, and Emerald will pro-rate
and handle closing the account after that point. There is a
scheduled task that will inactivate canceled accounts after
their cancel date has passed.
Dale
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