Accounting: Mark as Lost

This option is under the circumstance that the customer's control unit is lost.

This could be lost by the customer or it could be that numerous failed efforts have been made to contact a customer regarding a control unit in their possession, it may have been stolen etc.

This Task can be performed by:

• Accountant
• Call Center Supervisor
• Finance personnel
• Call center Manager

Under the Accounting module select the 'Mark Customer As Lost' tab. A window like the one above will open. Select a customer from the drop-down list; if the desired customer is not seen type in their customer id and name will start to appear.

Once you have selected the customer their information will appear including personal details, state, and shop that they are assigned to.

Select the appropriate reason for marking the customer as lost from the drop-down list and finish by clicking the red 'Mark As Lost' button; there is a field below if you wish to leave a comment and further explain the reason you selected.

Please note once this is done you will not see any confirmation message, but if you wish to check this has been done successfully re-open the 'Mark As Lost' window following the original steps.

Once you do this and search for the customer you just marked you will find that their state has changed to 'Lost' and the Mark as Lost button has now changed to 'Reverse Lost'

Note: If you wish to reverse a lost customer it is mandatory to fill in the 'Reason comments' field to explain why you are reversing them.