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EosHelios - 27 Apr 2011
How to Decease
On the Company:
- Make a note in the notepad.
- If they’re the only person in their company edit the company and change the Type to DECEASED and inactivate the company.
On the Contact:
- Make a note in the notepad.
- Go to lists and remove them from mailing lists – EXCEPTION leave Life members on the LIFE list.
- Remove the chapter from Linked Co’s
- Mark as deceased (field forthcoming)
On the
CrmAccount:
- Make a not in the notepad
- Disable the auto-billing
- Close the account
- Inactivate the contact
This topic: Sandbox
> WikiUsers >
EosHelios >
EosHeliosSandbox >
PlayingMembers > MarkingDeceased
Topic revision:
27 Apr 2011, EosHelios
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