Accidentally moved someone out....

marketer_kristy · August 2017

So, we accidentally moved someone out. In our old software, we could put them back as Pre-Existing. I don't know of anything like this in Sitelink. I was going to add the customer to a unit in setup, but because she is no longer considered a current occupant, it will not let me do that.

Any help would be greatly appreciated.

Thank you.

Garrett_Boone · August 2017

Hi @storallgsa,

If there were no refunds generated or payments made during the move out, and it occurred less than five days ago, you can reverse the move out. This is done by going to Adjustments -> Moved Out Accounts, and selecting the account. On the right side of your screen, click Undo Move Out. This will put the account back just as it was before the move out.

OutboxChar · August 2017

We've had that happen several times. If it's over 5 days, just move them back in with copious new notes. Nothing will move over from the old account unfortunately, unless you're under the 5 days. I had to give the 'pay better attention to details' lesson afterwards, but we're only human. .

MDavis · August 2017

Reversing move-outs was one of my favorite things about Site Link when we first got it. In our old system, if you moved someone out you were screwed. Site Link makes it so simple!

marketer_kristy · August 2017

Thanks everyone.

It was over five days, but I got it fixed.

Peanutbutter13 · October 2018

There is no reverse or undo button we are using 2017

Accidentally moved someone out....

Comments

Categories