¶ Planned customer status & service changes
- Overview
- How to set up planned change of status
- How to set up planned change of service
- Actions
- Export and table management
¶ Overview
The tables in the Planned customer status & service changes logs display a list of statuses or plans that will undergo upcoming changes. This includes instances where a customer's status is scheduled to change on a specific day or when a new service is set to be activated on a particular day.
Statuses - this section displays the date of change, customer's id and status (new, activate, inactive, blocked). To view a customer's information you can simply click on the customer's id in the table.
Services - this section displays the date of change, customer's id, description of the service, its price, type and plan. To view the service plan information you can simply click on the name of the plan in the column of the table.
¶ How to set up planned change of status
To set up a planned change of status for a customer, click on the Calendar icon next to the Status 
in the customer's Information tab. You can then set the date when the status will be changed and choose the desired status to change to and save the result.
After the result was saved, you will be able to check the planned status in Administration → Logs → Planned customer status & service changes.
¶ How to set up planned change of service
To set up a planned change of customer's service, go to the Customer's Services tab, click the Add service button in order to select type of service you would like to add.
¶ Actions
Then, choose the plan and fill up the rest of fields in open window if needed: Start date, Type of Connection, Router etc. You can also turn on a Discount option here, so customer will be charged with discounted price for the service. Set up the start date for the service.
If you click on the Edit icon 
, you will see the Current and Pending status of the service which can be changed if needed.
In the Pending status field, you can choose either Active or Paused option. This means that when the system marks a service as Pending, it will automatically receive the selected status.
In case the customer already has the active service and you would like to change it, open the Customer's Services tab and click on 
in order to change the plan. In the new window you can choose a New service and specify its Start date. A new service plan will be added in pending status:
After the service has been added, it's possible to check its status in Administration → Logs → Planned customer status & service changes.
Only if the start date differs from today's date and it has pending status.
Please note that there is a difference between the Service end date and the date when the service status (or customer's status) will be changed:
Service end date:
For example, we set the service end date to 01.03.2023, it means that the service will still be active throughout the indicated day (01.03.2023) and only on 02.03.2023 at 00:00 the service becomes disabled.
Date of service/customer's status change:
For example, we schedule the service status change for 01.03.2023. It means that on that day (01.03.2023) at 00:00, the service status will be changed.
¶ Export and table management
With the help of the export 
icon at the top right corner of the table you can print, copy the list of the information or save it in PDF or CSV file.
By clicking on the breadcrumbs 
icon, you can choose columns to be displayed by enabling or disabling toggles or by dragging & dropping items to change the order of the information displayed.
