Membership Cancellation Confirmation Notice
It would nice if there was an option to click a button once a membership is cancelled to send out a pre-done email to the customer confirming the cancellation of their membership.
Memberships or Service Agreements
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Resolved! Using Custom Fields for memberships
Has anyone had success using a Custom Field for a membership? If so, how are you applying this?
Linking a recurring service event to a previously completed job
Currently, if the recurring service "button" is not pressed when the job invoice is exported, the recurring service is not recognized, nor linked to that completed job. Does anyone know of a way to link recurring service events to a previous complete...
Increasing Membership Pricing
We are a Water Softener company, and our customers have the option to "Rent" a system from us for a monthly fee. We are wanting to raise that by $1 for EVERYONE that has a membership. How could we do that?
Resolved! Sale Tasks
Is there currently a way to edit existing Sale Tasks? I know you can set up new sale tasks within the Membership type configuration screens but I've yet to find a place to review and manage existing Sale Tasks.
Problems with scheduling recurring services
There should be warning for when you accidentally schedule a Recurring Service outside the business hours. It is currently set to 12:00 AM on the recurring service page. Who would ever send a tech at that time?
Tasked duration hours on recurring services
I am attempting to organize our commercial recurring services and need to set up tasked duration times but have some questions. How is everyone attaching their tasked duration times to each recurring service? The price book code we have set at zero s...
Visibility to a Customer's Membership Invoice
There should be a more efficient way to get to a customer's Membership invoice, and if there is one, I would love if someone could share. When I click on the customer's Membership, and I am brought to that first summary page, it would be great if the...
Billing Templates Required to Move out of Acceleration
Hi all,In Titan Advisor, I'm seeing the following is incomplete. We don't use billing templates, I'm not clear on what ST wants me to do here, especially since we don't use billing templates, but it looks like until I have the feature below set up, I...
Scheduling Recurring Memberships
Hello I think we should be able to add a membership workflow to where we are able to schedule the first tune-up for heating starting in September and the first cooling tune-up starting in April. Currently, we can only choose in how many months would ...
Labels
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Charge Members or Billing
45 -
Customer
1 -
Customer Memberships
102 -
Customer Portal-Memberships
1 -
Deferred Revenue
14 -
Enhancement Request
7 -
Estimates
1 -
Expiring Memberships
9 -
Feedback
5 -
Membership Add-Ons
7 -
Membership Audit Trails
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Membership Discounts
15 -
Membership Reporting
20 -
Membership Setup
4 -
Membership Types
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New here
1 -
Question
4 -
Recurring Service
26 -
Recurring Service Events
44 -
Renewals
20
Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 03-17-2025 12:48 PM | ||
| 03-06-2025 10:01 AM | ||
| 02-18-2025 03:47 PM | ||
| 01-29-2025 10:10 AM | ||
| 12-05-2024 01:00 PM |
