 |  |
Fred Sadowick wrote:
Re: Pending Accounts
From: Shawn Hogan
Date: Monday, June 18, 2001
Time: 7:26:49 pm
> Deleting the pending account involved separately deleting invoices, then
> going back and deleting the account....this is 2 steps to delete a pending
> account...not god level as you say. Please comment on this.
You would need to turn on God-Level delete to be able to delete customers
that have transactional history.
> Also, on the online signup, can a misc field containing 3 selections be used
> to only call up associated class defined peoducts in the services screen.
> Since we can not have the client enter the class field, we want to limit the
> number of services a particular client sees in the services list via another
> field eg. the misc field. We need another field to correlate to the product
> listing....since class is all we see and it is limiting.
Use Offer Codes. A customer can enter an offer code (or you could make it
selectable from a drop-down box). The products that will be displayed to
them as allowed to be selected will only be the ones that are tied to the
particular account class that the offer code is tied to.
- Shawn
-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696
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