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Find out how to create a new Job for Deactivating Subscriptions |
What does this section cover?
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Deactivating Subscriptions through Jobs
CRM.COM allows you to order Jobs to deactivate existing subscriptions
What can you add?
For each type of Job selected, different options are available. Use the table below to see what can be added using the specific Job type
Fulfilment Scope | Subscription Services | Subscription Physical Goods | Additional Physical Goods | Expenses | Activities | Subscription Location |
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Deactivate Subscription |
Navigating to Jobs
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CRM APPLICATION > JOBS > MANAGE JOBS |
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Action | Validations | Restrictions | Additional Information |
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Create |
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Save |
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Subscription Action Information
Type | Action Behavior Code | Sub Action Behavior Code |
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Subscription Deactivation | DEACTIVATE_SUBSCRIPTION | DEACTIVATE_SUBSCRIPTION |
Creating a Job to Deactivate Subscription
- Navigate to Jobs Module
- From the top menu click on the NEW to open the Jobs data entry page
CONTACT INFORMATION
Include Page Select an existing Contact Information via another entity - Global Select an existing Contact Information via another entity - Global ACCOUNT INFORMATION
Number: Select an account which is related to the subscription you would like to create a job order for
BILLING ADDRESS
The Billing Address will be Read Only and will display the account's billing address
JOB INFORMATION
Include Page Jobs - Adding Job Information - Global Jobs - Adding Job Information - Global The following sections follow the same logic as on creating a Job of New Subscription scope based on the Validations and Restrictions explained above:
PHYSICAL GOODS
Include Page Jobs - Adding Requested Physical Goods - Global Jobs - Adding Requested Physical Goods - Global ACTIVITIES
Include Page Jobs - Adding Requested Activities - Global Jobs - Adding Requested Activities - Global KEY DATES & ASSIGNMENTS
Include Page Jobs - Adding Key Dates and Assignments - Global Jobs - Adding Key Dates and Assignments - Global ATTACHMENTS
Include Page Attachments - Global Attachments - Global LOG INFORMATION
Include Page Log Information Explicit - Global Log Information Explicit - Global
PREVIEW JOB
REQUESTED SUBSCRIPTION
Provides the subscription to be disconnected
PHYSICAL GOODS REQUESTED
Provides the physical goods to be added
EXPENSES REQUESTED
Provides the expenses to be added
ACTIVITY SERVICES REQUESTED
Provides the activity services to be added
- From the PREVIEW JOB panel click on SUBMIT
System Processing
- The Job will be saved and a unique number will be assigned
- The requested subscription will not be modified until the Job is completed
- The following becomes available
- A Communication will be created based on the active Job definition communication settings and the information will appear under Communications
Include Page Viewing Communications related to a record - Global Viewing Communications related to a record - Global
- A Communication will be created based on the active Job definition communication settings and the information will appear under Communications
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