From: "Dale E. Reed Jr." <firstname.lastname@example.org> Subject: RE: [Emerald] 4.5 question Date: Wed, 13 Aug 2003 10:04:54 -0700 Message-ID: <EFEHJGKHFGPNMBOJINBFIEFCCBAA.email@example.com>
> I'm still on 220.127.116.11. 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.