Moving out an account

When a customer calls to close an occupancy account, you can use the Manage Account page to gather the information required to move the customer out, such as the move out date and the customer's forwarding address. If the customer is moving to a new address within your service area, you can set up an account at the new address. The customer's new account will be linked to the old account.

  1. Load the customer's account in the Manage Account page.
  2. On the Maintenance tab, under Account, click Move Out Account.
    The Move Out Account link might also be shown in the Quick Links panel on the Summary tab.
  3. Record the customer's move out information in the Move Out Account dialog box.
    The Move Out Account dialog box guides you through the process of collecting the information required to initiate the move out according to your agency's procedure.
  4. When you are finished, click Done.