Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Resetting an application is the last resort and should only be done if the customer was setup incorrectly. Always use the other Fix Installation option if possible.


To void the default product that needs changes.

Go to CRM> Application  

  • Click Product Action and the serial bellow the installations  

  • CRM Module > Click Applications and Search for the Customer ID

  • Click Product Action and the serial bellow the installations

Image Removed

  • Open: Installations will pop up and you can click Fix Installation (PayG)

Image Removed

Note : If there is the latest installed upgraded product, you will need to void it first before voiding the main product.

How to Void upgraded product -  Click on Product Action tab > Click on the latest Installation line that contained the upgradeable product > “Fix installation” button > Select “Product” then delete the listed products.

Image Added


If there is no upgraded product to void, please continue as follows;

  • Click on the Installation line that contained the default product
  • Click the Fix Installation button


Image Added


  • In the dropdown menu, Click installation never happened  > Confirm.

Image Added

  • A successful message will show once successfully void the default product.

image2019-11-23_0-20-24.pngImage Added

  • After doing these steps, the installation lines is now “Voided” and will appear Red and the status of the customer will should be in the Book Installation State.

...

  •  Book Installation”

image2019-11-23_0-22-57.pngImage Added


Only Customer that is in Book Installation status can be Reset.

  • To Reset Application an application:
  • CRM Module > Click Application Sign-Up

Image Added