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Process Subscriber Form

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  1. Objective
    1. How to Process an Application Form or Subscriber form for a new Prospect
  2. Introduction  
    • A prospect has not paid any amount on the Subscriber Form under processing
    • A customer has paid an amount on the Subscriber Form under processing
    • Each purchase plan by a customer is referred to as a contract
    • A customer can have one account with multiple contracts  
  3. The Process
    • Go to Real Estate  Property >> Transaction >> Subscriber Form
    • Click the green(+) button at the top left part of the screen
    • Subscriber form screen transaction screen opens
  4. Customer Information Tab opens by default
    1. Existing Customer
      1. If prospect is an existing customer, the existing customer button is should be extracted to auto-populate the relevant fields of the existing customer
  5. Completes all relevant field for each tab
  6. Click Submit For Processing Button
  7. Transaction follows a defined workflow approval route
  8. At final approval,
    1. System converts the Prospect to a Customer if payment is made on the form.
    2. System auto-send payment receipts to customer’s email regarding the first payment
    3. For a new prospect, System creates a Customer ID and Contract ID for the transaction.
    4. For an existing Customer, System creates only the Contract ID for the transaction while the Customer ID is constant.
    5. Customer statement of accounts is updated with the first payment transaction
Subscriber Form
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