Client Management                               Cancellations                               How to Cancel a Customer

How to Cancel a Customer (continued)

5.  The Tasks tab will list all cancellation tasks that are linked to the Cancellation Profile which was selected in the header section of the cancellation form.  As tasks are completed, the User will select the check box to the left of each task line.  A cancellation may not be completed until all listed tasks have been checked off.

6.  The Memo tab is used to record information relevant to the cancellation being processed.  Any information entered into the Memo tab will be displayed on the Recurring History Record for the customer.  A total of 256 characters may be entered into this field.

7.  Once all required information has been entered into the header section of the Cancellation form, press the Save button located at the lower right of the form.  The new cancellation record will be listed in the Cancellation Queue and will remain there until the cancellation has been completed or is manually removed.

FRM 2002

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