Client Management Cancellations Overview
Customer cancellations are a part of any business. The SedonaOffice application provides a vehicle to track, manage and report on customer cancellations as they occur. The Cancellation option within the Client Management module is used when the relationship between your company and one of your customer’s will be terminated. Once a cancellation has been completed, the cancelled customer will remain in the SedonaOffice database for future reference or possible reactivation. Once a cancellation is completed, all recurring lines associated with the customer will automatically be cancelled as of the effective date entered on the customer cancellation record.
While a customer cancellation is in process, the Customer record is labeled with the words “Cancellation Pending”. This is to alert any User accessing that customer record of the cancellation situation. Users are also alerted if attempting to create a new Service Ticket for a customer with a pending cancellation.
ss2300
When Not to use the Cancellation Process
If one of your Customers wants to cancel recurring services but remain a local service only customer, the Cancellation process is not used; rather the User would manually cancel any recurring lines that are to be stopped at the customer’s request from the Customer Explorer record.
Follow the links below for other Cancellation topics.
For more information related to Cancellations refer to Cancellations Topics.