Renewal Estimates

[roushk]

I am in the process of sending membership renewal estimates out.  I've noticed a few customers whose membership has expired but they've already renewed and they are still showing up on the renewal list.  I assume that is because the first membership expired but I don't want to have to check every customer in this list and I don't want to send a renewal if they've already renewed.  

Also, customers who are marked Do Not Service are showing up as well.

Any suggestions?

[Chayo80]

Make sure that you used the renewal task, my techs then to use the sell task and not the renewal, so technically they didn't renew the membership, they "sold" a new one.

You can verify by going into the invoice were you renewed the membership and clicking on the edit pencil of the task, if it is a renewal you will see the old membership linked to the new, it will says "Membership to renew"

For your DNS customers- I suspend the membership or cancel it so it doesn't show up on my renewal list

[Sheena_Palacios]

Hi @roushk -- what report template are you using? Sounds like you may have to use filters to identify and remove the customers who are marked as DNS.

- Sheena @ NiFT

[roushk]

I'm sorry, I should have mentioned that I meant from the Expiring Memberships section of the Follow Up page.