Message-ID: <042b01c361b5$9b48a4f0$4300a8c0@monica> From: "Monica Zimmerman" <firstname.lastname@example.org> Subject: Re: [Emerald] 4.5 question Date: Wed, 13 Aug 2003 12:11:51 -0400
Is there a simpler way in 4.5 that anyone knows of? I'm still trying
decide what route to take as far as upgrading.
----- Original Message -----
From: David Routh
Sent: Wednesday, August 13, 2003 12:03 PM
Subject: Re: [Emerald] 4.5 question
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
I believe we also set the billing to "Other" and that stops the
invoices from being generated...
It works for us...
At 12:00 PM 8/13/2003 -0400, you wrote:
I'm still on 18.104.22.168. 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.