Amending multiple customers at once
Due to COVID-19 we've had to close for a period. we have decided to freeze all prepaid members and cancel (terminate) e-billing members.
Firstly, I need to terminate ALL e-billing customers not simply stop taking payments. We also have some e-billing customers that will continue to make payments. So I need the majority of them cancelled and these hundred or so active.
Secondly, I need to Freeze ALL prepaid customers.
I cannot find a way to do this other than one by one and I don;t want to have to individually terminate thousands of customers!
Lastly, Is there a way to add the same credit to multiple accounts in one go, say everyone with a particular priced e-billing?
Any insight would be greatly appreciated!
Comments
Hello Leah, We have sent out multiple emails about operational suggestions. Here is the link to our document on how to do what you are proposing, except we are not suggesting a termination of EFT members. If you freeze them and have $0 set as the freeze fee, then if they want to pay something else you can use the Alt Freeze amount in the Status window. Please email support@rockgympro.com with any followup questions as we can monitor emails in a more timely manner.
https://docs.google.com/document/d/1piJWDgabhj6UksNtQ1ckwqaujUwPxhuftlr-T3qitVc/edit?usp=sharing
thank you
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