Pending statuses & services

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The pending statuses & services logs tables show the list of statuses or plans with forthcoming changes, e.g. when customer's status is set to be changed on a particular day or a new service will be activated on a specific day.

Pending

Pending statuses - this section displays the date of change, customer's id and status (new, activate, inactive, blocked). To view a customer's information you can simply click on the customer's id in the table.

Pending services - this section displays the date of change, customer's id, description of the service, its price, type and plan. To view the service plan information you can simply click on the name of the plan in the column of the table.

How to set up pending change of status

To set up a pending change of status for a customer click on the Calendar icon next to the Status ViewIcon1 in the customer's Information tab. You can then set the date when the status will be changed and choose the desired status to change to and save the result.

Planned change status

After the result was saved, the Calendar icon will change its colour ViewIcon2. And you will be able to check the pending status in Administration → Logs → Pending statuses & services.

Pending customers

How to set up pending change of service

To set up a pending change of customer's service go to Customers → View → Services, click on Add service button in order to select type of service you would like to add.

Create service

Then, choose the plan and fill up the rest of fields in open window if needed: Start date, Type of Connection, Router etc. You can also turn on a Discount option here, so customer will be charged with discounted price for the service. Set up the start date for the service. If it is any forthcoming date, the pending status for the service will be set automatically. On a planned start date of the service its status will be automatically changed to active as well.

Create service2

If you click on Edit icon ViewIcon4 you will see current and pending status of the service, which can be changed if needed.

Edit service

In case customer already has the active service and you would like to change it, open Customers → View → Services tab and click on ViewIcon4 in order to change the plan. In new window you can choose a New service and specify its Start date. A new service plan will be added in pending status

Change plan

Change plan

After service has been added it's possible to check its status in Administration → Logs → Pending statuses & services (only if start date differs from today's date and it has pending status)*.

Pending services

With the help of the export ViewIcon1 icon at the bottom left corner of the table you can print, copy the list of the information or save it in PDF or CSV file. By clicking on the breadcrumbs ViewIcon2 icon, you can choose columns to be displayed by enabling or disabling toggles or by dragging & dropping items to change the order of the information displayed.

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