What does this section cover?

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

Additional

Fulfilment Scope	Subscription Services	Subscription Physical Goods	Physical Goods	Expenses	Activities	Subscription Location
Deactivate Subscription

Navigating to Jobs

Anchor
Validations-Restrictions Validations-Restrictions

Creating & Saving, Validations & Restrictions

Subscription Action Information

Creating a Job to Deactivate Subscription

1. Navigate to Jobs Module
2. From the top menu click on the NEW to open the Jobs data entry page

3. CONTACT INFORMATION

   Include Page
   Select an existing Contact Information via another entity - Global Select an existing Contact Information via another entity - Global

4. ACCOUNT INFORMATION

   1. Number: Select an account which is related to the subscription you would like to create a job order for

5. BILLING ADDRESS

   1. The Billing Address will be Read Only and will display the account's billing address

6. JOB INFORMATION

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   Jobs - Adding Job Information - Global Jobs - Adding Job Information - Global

7. The following sections follow the same logic as on creating a Job of New Subscription scope based on the Validations and Restrictions explained above:

   1. PHYSICAL GOODS

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      Jobs - Adding Requested Physical Goods - Global Jobs - Adding Requested Physical Goods - Global

   2. ACTIVITIES

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      Jobs - Adding Requested Activities - Global Jobs - Adding Requested Activities - Global

   3. KEY DATES & ASSIGNMENTS

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      Jobs - Adding Key Dates and Assignments - Global Jobs - Adding Key Dates and Assignments - Global

   4. ATTACHMENTS

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      Attachments - Global Attachments - Global

   5. LOG INFORMATION

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      Log Information Explicit - Global Log Information Explicit - Global

8. PREVIEW JOB

   1. REQUESTED SUBSCRIPTION

      1. Provides the subscription to be disconnected
         

   2. PHYSICAL GOODS REQUESTED

      1. Provides the physical goods to be added
         

   3. EXPENSES REQUESTED

      1. Provides the expenses to be added
         

   4. ACTIVITY SERVICES REQUESTED

      1. Provides the activity services to be added

9. From the PREVIEW JOB panel click on SUBMIT

System Processing

1. The Job will be saved and a unique number will be assigned
2. The requested subscription will not be modified until the Job is completed
3. The following becomes available
   1. A Communication will be created based on the active Job definition communication settings and the information will appear under Communications
      

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      Viewing Communications related to a record - Global Viewing Communications related to a record - Global

Follow Up Process

Go to Modifying Jobs to start processing the created Job.