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Client Management Cancellations How to Cancel a Customer
New customer cancellations are initiated from the Client Management module. Select the Cancellations option within this module.
1. After selecting the Cancellations option within the Client Management module, the Cancellation Queue will be displayed. The Cancellation Queue lists all customers in the process of being canceled. Press the New button located at the lower right of this form to begin a new cancellation record.
2. The Customer Lookup form will be displayed to locate the customer account that will be setup for cancellation. Make a customer selection.
FRM2000
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