Remove terminated or canceled services from the customer's account.
-
Eduardofsj shared this idea 2 years ago
- Automation
- 3 Comments
102
Votes
Login to Vote
The idea is to have an option to remove closed or canceled services from the customer's account after a certain chosen day.
The idea is due to the need to change a product or add a new one, whmcs does not allow deleting that product if it is associated with a customer account, to avoid being like a bunch of products I end up having to manually delete the product that I want to remove it from my system.
if the system did that it would be a wonder to remove products.
The idea is due to the need to change a product or add a new one, whmcs does not allow deleting that product if it is associated with a customer account, to avoid being like a bunch of products I end up having to manually delete the product that I want to remove it from my system.
if the system did that it would be a wonder to remove products.
6 Comments
Login to post a comment.
1. Clients often question why we're retaining old account info for 5, 10 or even 15 years. The longer it occurs, the stranger really.
2. It would prevent clutter and keep things tidy. Easier to find things when a client with many services contacts us.
3. Reduce size of SQL database
Thanks for suggesting this idea.
Can you help us understand your need for this feature; what problem does keeping the cancelled services under the Client Account cause you?
Admins and clients can filter services by status so can quickly exclude services in cancelled status if needed.
The "Status Filter" button is located on the client's Summary tab above the service list: https://docs.whmcs.com/Clients:Summary_Tab#Filtering_Products