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To modify a customer type and status

Note: Perform the following procedure for a single customer type you want to modify. If you have more than one customer type to modify, perform the procedure as many times as necessary.

  1. From Billing, select Manage expired members to open the Manage expired members window.
  2. Click Edit.
  3. Enter the customer type you want to modify in the Old Member Type field or click the lookup icon to select a value.
  4. Enter the old expiration date to use as the basis of the conversion in the Expires on or Before field. The system finds all of those customer types who have a Paid Thru date that matches or precedes the date you enter in this field.
  5. (Optional) Enable the Include Blank Paid Thru option if you want the system to find those customers from whom no payment was ever received.
  6. (Optional) Enter the customer type you want to assign to the customers in the New Member Type field or select the lookup icon and select a value.
  7. (Optional) Enter the New Status.
  8. Click OK.

See Also

Managing Expired Customers

Manage expired members window

To view expired customers


ASI logo 10.5 Production Release. Updated 10/5/2005 3:12:11 PM
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