Customer Management

• Creating a Custom Export in the CRM
• Schedule client type/sub-type change
• Modify member space login credentials
• Resend member space login credentials
• View Client Type History
• Change a Client Type/Sub-Type

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Fees

• Add an address to an existing invoice - Customer Management
• Membership Fee Management
• Create/Modify/Delete a subscription
• Bill a subscription - Customer Management
• Manage SEPA mandate for setting up direct debits
• Cancel an Invoice

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