Creating/Managing Orders in CustServ FAQs
- What is the proper flow for CustServ orders?
- I created an organization, but it's not showing up when I search for it or try to place an order for it. Why is this happening?
- If a free trial is converted before its expiration, will the subscription automatically start when the free trial ends?
- Is it all right to extend a free trial for a customer?
- How can you extend the trial date for a school who requests more than 30 days?
- How can I edit an existing order to extend a free trial period?
- When creating free trial accounts in CustServ, is it all right to copy the sales rep when sending the free trial password to the customer?
- I am entering a sale/migration in CustServ, but there is no option for "sales" or "migration" under order type. What should I do?
- If a free trial customer converts to a paid order, how do I update their order in CustServ?
- When should I edit an existing order in CustServ?
- Is it possible to delete an order after it has been created?
- I have created a new organization in Org Manager, but I can't find it when I search for it. Why is this happening?
- I created an account for Customer #1 in School #1 and then subsequently created an account for Customer #2 in School #2, but when I go into Customer #2’s subscriptions, Customer #1 is there with her subscriptions instead. Why did this happen?
- I am unable to import the CSV file to upload teacher and student account information in the Customer Service Portal.
- Is it possible for a school to have both types of access (i.e., regular and SLZ Basic)?