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- Navigate to Billing > Subscriptions > Manage Subscriptions
- Search and retrieve the subscription which you would like to remove a service from
- Click on its number to enter its Data Entry Page
Alternatively, as part of Customer Care: - Navigate to CRM > Communication Centre > Access Communication Centre
- Retrieve the customer whom you would like to remove a service from his subscription
- Under the Subscription tab select the subscription number
- Click Manage Subscription
- The Subscription window opens
- From the Action Panel expand the Subscription Service Related Actions section and click Remove Services
- The Remove Subscription Service window opens
- Select the service to be removed
- Select action type Remove Service
- Click Submit
Note: For more information on Subscriptions click on the link below:
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- Navigate to Billing > Subscriptions > Manage Subscriptions
- Search and retrieve the subscription which you would like to bill
- Click on its number to enter its Data Entry Page
Alternatively, as part of Customer Care: - Navigate to CRM > Communication Centre > Access Communication Centre
- Retrieve the customer who you would like to bill
- Under the Subscription tab select the subscription number
- Click Manage Subscription
- The Subscription window opens
- From the Action Panel expand the Subscription Related Actions section and click Bill Subscriber
- The Bill Subscriber window opens
- Set your preferences on Bill As Of Date
- If you would like to preview the bill before submitting it, click Preview Bill or else click Submit
Note: For more information on Billing click on the links below:
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- Navigate to Billing > Billing > Manage Bills
- Search and retrieve the b
- Click on its number to enter its Data Entry Page
Alternatively, as part of Customer Care: - Navigate to CRM > Communication Centre > Access Communication Centre
- Retrieve the customer whom you would like to view the bill
- Under the Financials tab you can view the bill under the Bills section and drill down to view more bill information
- To view the bill click on the Bill No.
To send the bill via email to the subscriber directly from CRM.COM, select Communicate Bill via the Actions button
- The Communication window opens
- Select the appropriate communication template
- Update the content if required
- Select the email to be sent to (if customer has multiple emails registered)
- Click Save
Note: For more information on Bills click on the link below:
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- Navigate to CRM > Activities > Manage Activities
- Click New
Alternatively, as part of Customer Care: - Navigate to CRM > Communication Centre > Access Communication Centre
- Retrieve the appropriate customer
- From the action panel select the Schedule An Activity action
- The Activity window opens
- Enter or update pre-entered contact information and click Next to proceed to the next section
- On the Activity Characteristics Information section select the activity type e.g. Installation and define if it is associated with another entity regarding the same customer
- Click Next
- On the Services To Be Provided section specify the one-time services that will be provided as part of the activity
- Click Next
- repair and provide details regarding the activity
- On the Key Dates & Assignment section below specify the start date, the estimated and the expected completion time in order to be able to keep track of the activity
- Specify assignment information by assigning the activity to a unit or/and user
- Click Next
- On the Services To Be Provided section specify the one-time services that will be provided as part of the activity (for certain activity types the services are automatically added)
- Click Save
- You can keep track of the activities under the Customer Management tab and the Activities section
- Alternatively, you can view the non-completed activities at any point under the Non Completed Activities section
Note: For more information on Activities click on the link below:
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