Updating status
Updating status to deceased on a customer’s profile
Operatives can now update customer profiles and mark them as Deceased. This update allows operatives to manage associated records by:
- Updating terminated contracts
- Closing service requests
Navigate to Community > People and search for the customer profile you want to update. Once located, open the profile to make the necessary edits.
Within the profile, navigate to the right-side menu and select Manage > Status.
You will now need to select the “Deceased” status from the drop down.
After selecting the deceased option, the operative will need to add the date of death and the person who reported this death.
Closing and terminating contracts
The operative must now select the service requests and contracts to be closed or terminated. This can be done by clicking on the highlighted Number ID for each record.
When terminating a contract, the operative must provide the following details:
- Terminated By – Specify the individual processing the termination.
- Reason for Termination – Select the appropriate reason.
These details ensure accurate record-keeping and proper processing of the termination.
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