Pending statuses & services

The pending statuses & services logs tables shows the list of statuses or plans with forthcoming changes. It could be, for example, 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, blocked, inactive). 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, description of the service, it's price, type and plan. To view the Service plan information you can simply click on the name of the plan in the Plan's column of the table.

  1. 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 window. You can then set the date when the status will be changed and choose the desired status to change to and save changes.

Planned change status

After changes will be saved the Calendar icon next to the Status will change its colour ViewIcon2. And you will be able to check the pending status in Administration → Logs → Pending statuses\plans.

Pending customers

  1. How to set up pending change of service

To set up a pending change of service go to Customers → View → Services, select a service you'd like to add, and click on icon ViewIcon3.

Create service

Then, choose the plan and fill up the rest of fields in open window if needed: Quantity, Unit, Price, Dates, Status, Voice device, Phone. You can also turn on a Discount option here, so customer will be charged discounted price for the service. Set up the start date for the service. If it is any further date you can choose a pending status for the service until that date. On a planned start date of the service iыt status will be automatically changed on active.

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

After service has been added it will be possible to check it in in Administration → Logs → Pending statuses/plans (if starts date differs from today's date and it has pending status).

Pending services