05-23-2023 12:46 PM
How do you find a deactivated recurring Service event, for a specific customer? (specifically a recurring service event will have memo notes that need to be accessed.)
05-23-2023 01:33 PM
Any dismissed or deleted/deactivated recurring services, if, a "Log a Follow up" note was added it will stay inside the membership. Click on the membership and you will see the Recurring Services even if it was "deactivated/deleted" , click on it and at the bottom will be notes.