Noting member accounts

Post date: Jan 13, 2021 5:10:2 PM

Please remember to add a note to any member's account regarding any changes/cancellation of account they are making. If someone fills out a cancellation form, add a note stating "Filled out cancellation form.". If they fill out a change form, add a note stating "Filled out change form to .....(whatever change they want to make: downgrade, upgrade, add/remove add-on fee, etc). 

This is very important for a couple of reasons. First, if a form were to ever get lost, we have some a way to verify what the member requested to do with their account. Second, if the handwriting is illegible, I can look back through all of the notes added to any account very quickly to narrow down who the form belongs to.