Anonymous
My feedback
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1 vote
We’re working on an update to our Alert Center Engine and in conjunction with a new UI that’s being developed I feel confident that we could put something together to help you answer a question like…
“Show me accounts where thy will no longer be considered new next month and are considered new this month.”
Might sound a little programmatic but I can’t wait to build something like this in order to provide value to customers like you!
Thanks for the feedback! Stay tuned throughout 2017 as we rollout these updates in phases.
Anonymous
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5 votes
An error occurred while saving the comment An error occurred while saving the comment Anonymous
commented
And, I know I have asked before, is there any way to change a billing status on an account that has not billed on the station in over a year
Anonymous
supported this idea
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37 votes
This is currently being evaluated to see if it is even possible. It’s not looking positive, but we will flow communication through here whether good or bad.
Thank you!
Anonymous
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After 12 months of no billing activity, the account still has billing as status. Need to redefine the account as prospect, if it has NOT billed in 12 months.