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yuenhoe@outlook.com

Deactivate membership if more than 3 years of inactivity

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Hi all, may I know if there is a way to handle membership status in Sage CRM?

I have come across a prospect, which is running a Youth Club Association. They are looking for a system to handle membership. One of the requirement is that the system should able to identify member which has more than 3 years of inactivity, then automatically suspend/ deactivate the status of the membership.

Understand that out of the box, Sage CRM doesn't able to do so, unless we customize it.

But I just want to find out, is this feasible to do so in the system, if yes, how long does it takes to customize it?

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    Hi Ralph

    I agree with Jeff, once you define what 'customer activity' is (e.g. Last communication with then, or if linked to an ERP system the last order raised?) then using Escalation rules within CRM, it could auto update the record to flag it as inactive. (done this before for an existing customer for their customers based on order history).

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    Hi Ralph

    I agree with Jeff, once you define what 'customer activity' is (e.g. Last communication with then, or if linked to an ERP system the last order raised?) then using Escalation rules within CRM, it could auto update the record to flag it as inactive. (done this before for an existing customer for their customers based on order history).

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