Use these instructions to migrate a customers agreement.
These instructions require you to have a control group open. For more on control groups, go here.
How To Upgrade an Agreement
From the Customer Service ribbon, navigate to Customer Activity
Right click the agreement you want to upgrade
Select Migrate Agreement Package
The Agreement Package Modification dialog box will appear, complete the following fields:
Change to new package
By default, the Upgrade Package Code should be in place. If not, ensure that the correct code is selected.
Promotion Code*
Enter the promotion code for the upgrade
Promotion Choice
Enter the promotion choice for the upgrade
Package Credit Flag
Select the Appropriate Credit Actions if not defaulted from the offer:
No = No Credit transfer
Full = Transfer Full Credit from original purchase.
Partial = Remaining Credit from Original order
Click OK
The Saved Payment Methods dialog box will appear:
Click Cancel
Enter the payment details.
Click OK
When upgrading a customer their initial payment will be frozen. If the customer claims a refund this will need to be entered as a misc. refund as Advantage won’t be able to perform a cancellation on a migrated agreement.
How To Downgrade an Agreement
Customer wants to revert back to base version...
From the Customer Service ribbon, navigate to Customer Activity
Right click the agreement you want to upgrade
Select Migrate Agreement Package
The Agreement Package Modification dialog box will appear, complete the following fields:
Revert to previous package
Select this option. This will automatically transfer the customer back to the Base only Level
Package Credit Flag
Select the Appropriate Credit Actions if not defaulted from the offer:
No = No Credit transfer
Full = Transfer Full Credit from original purchase.
Partial = Remaining Credit from Original order
Click OK
Customer is at highest package and wants to downgrade to basic...
From the Customer Service ribbon, navigate to Customer Activity
Right click the agreement you want to upgrade
Select Migrate Agreement Package
The Agreement Package Modification dialog box will appear, complete the following fields:
Change to new package
This will be automatically selected.
Promotion Code*
Enter the promotion code for the downgrade offer.
Promotion Choice
Enter the promotion choice for the downgrade offer.
Package Credit Flag
Select the Appropriate Credit Actions if not defaulted from the offer:
No = No Credit transfer
Full = Transfer Full Credit from original purchase.
