I am needing to revise our memberships with some recurring services that
were set up initially incorrectly. Is there a way to bulk edit all
active members with particular recurring services or additional ones? I
am trying to streamline the new servic...
I canceled a membership at the customer's request. A few hours later he
changed his mind and I made the agreement active again. Since we had
logged notes under the recurring events, they remained under the
agreement however they did not return on the...
As a CSR who works in the Follow-Ups tab on a daily basis, there are a
few details about it that always bothered me. They are all very minor
topics but the solutions seem within reason and possible. Those topics
being:Recurring Service Events TabAny ...
There should be a way to automatically add recurring events to a
customer account without having to sign them up for a membership. For
example, any time an install task code is added to an invoice, any
recurring events that would be associated with t...
Our members bill annually and auto-renew. We offer 2 recurring services
per membership year, seasonally (March and September). I want to avoid
giving away free services if a renewal falls directly after a service is
scheduled.For example: Memberships...
I've noticed that when we are selling maintenance plans the reoccurring
service events are actually doubling. This just started happening about
2 weeks ago. Our plans come with one AC tune up and One Heater tune up
but it now says there are two each....
Would be really beneficial to be able to undismiss a recurring service
event. If one is mistakenly dismissed- the deferred revenue is realized.
Making the deferred revenue forever inaccurate on that membership.