I need to cancel all accounts with a few certain product codes (we are discontinuing those offerings). I'd like to know what the easiest way to do this would be. I could do a find and put in the cancel date (which, in this case, needs to be 4/30/05) and put in the cancel reason (I am not sure if it's a misc. field we have defined, or a predefined field...I don't recall) but this would take a very long time (this is over 1800 accounts I need to cancel). Some of the accounts have seperate product ids that will continue, so those I need to cancel just certain products at the end of the month. One idea we came up with is maybe we could cancel all the accounts that are current with the same cancel date and reason and then go back through and remove that cancel date and just cancel the products that we are no longer offering for the accounts that have more then just that product id.
You could search for all customers with that product code, then use the replace function (under the Scripts menu) to do a replace on the Termination Date with whatever date you want to cancel them.
Is there any way to turn on the feature that I can do multiple requests in one find? The feature is grayed out for me. I'm running OptiGold ISP version 3.3.
I can run the script, and tried that out. The greyed out menu item I'm talking about now (really probably should have been a different thread) is when you are in Find mode, the Requests menu, Add New Request is grayed out (open apple N I believe is the hot key). What I want to do is a find for the product and omit certain products, and then do the mass update of the termination date. That way I can go back through all the accounts that will still have a valid product with us and manually fix their accounts so only the products we are keeping will bill for May.
Everything you need should be under the Scripts menu (Replace options, as well as being able to add additional find criteria).