QXpress Community

I was wondering if you can tell me if QXpress Online will be able to make my renewal process a little less confusing.

This is what we do now:

We have a database of approx 600 clients with 6-10 services each, we have every service set to renew automaticly the last day of the year.We decided to do it this way since our renewal rate is about 90%. To have every service to prompt to renew we thought was too much.

At the beginning of January we send the Renewals Letters, giving some incentives to renew before February 28th. When we recieve the letters back, if the client is renewing the same services we just enter the discount, if the client is upgrading or downgrading, we adjust the account.

Everytime we receive a renewal letter back, we highlight the customer's name on a paper list, to keep track of who renews. 

Here is where it gets confusing.

Around March 15th, when we start our season, some of the customers who didn't send the letter back, have services active.  Would there be a way to make those customers, who didn't renew yet, have their services not show?

 couldn't you create a custom field where you dropped in the renewal date?  Then you could run a report showing you what customers did not renew.

Yes, but their services would still active, and that is what makes it confusing.

 Marcelo,

Sorry it has taken me so long to reply.  I've been testing the renewals on my end and there seems to be a issue with it right now.  I've sent an email to the programmers and will update you as soon as I hear back.

Mark

Would it be possible to renew customers like we renew services?

In other words have active customers during the season, the last day of the season they will change into to "waiting to renew" status, now when this happens their services status will also change.

 Marcelo,

OK so the Renewal Issue I was having as been fixed so allow me to explain how it will work.

• When you setup a Recurring Service you are given the option to check the 'To Be Renewed' checkbox, you are going to want to make sure that this is checked. 
• On the Work Order List screen you will see a section called 'Update Selected Work Orders', you are going to want to click on that.
• On the Right Hand side you will see the renewal section, with a Tip called 'Renew Selected Work Orders - How do I use this feature?'.  Upon clicking on this you will see the steps for how to renew a Service as in the screen shot below
• So when Renewal time comes, all you need to do is follow the steps outlines in the screen shot.
  
  

Mark

So services won't renew automaticly like QX desktop version?

It's pretty automatic.  At the end of the year, go to the Work Order list, choose the right Filter, Select All, and press a button.

Paul

 I can't seem to remove the flag for "Is to be renewed" on a customer who is nolonger active.  I've tried editing the series and I've tried to edit an occurrence; however, the check remains.

Am I missing a step?

 Greg,

This seems to be a bug.  I tried with a brand new service and unchecked it (right from the beginning) and once I closed the service and went back in it automatically added it as a renewable Service.  I will submit this to our Programmers and try to get this fixed asap as this could cause problems in the coming weeks with all the renewal's coming up.

Mark

 Greg,

It looks like this has been fixed.  You might need to refresh the page if it's still happening (right click in a black area in teh pop up area and click Reload Page).  You will then be all set.  I tested it myself and it worked correctly.

Mark