Terminating Lists

When a customer leaves, or cancels a list, it must be terminated in billing as well. Lists must also be terminated in billing if a list is moved from one server to another, or renamed.

There are two ways of terminating a list: deleting it from the server directly, or keeping it but assigning it to a fake customer named "Terminated" or "Need to Delete" in billing.

It is preferable to assign terminated lists to a fake customer, because all the list information is preserved, and the list can be reinstated easily if the customer changes their mind. If the customer needs their membership, the data is still available. Once a list is deleted from the server, membership data is gone.

Deleting a List

1. Log into the server where the list to be deleted is.

2. Go to Utilities: Administration: Lists.

3. Click Delete next to the list to be deleted.

4. Log into the billing server.

5. Go to Utilities: Administration: Billing: Servers.

6. Select the server from which you deleted the list

7. Click on Validate Selected Servers.

8. Click fix selected objects when prompted.

Terminating a List Without Deleting It

If an inactive customer has lists assigned to them, you will receive an error message when customer validation is performed. To prevent that from happening, create a fake customer called "Terminated" for those lists and move them to it.

9. Create a “Terminated” customer account which is inactive, with a "Terminated" group. See Creating New Customers for step-by-step instructions.

10. Go to Utilities: Administration: Billing: Customers: Configure.

11. Click on Groups next to the terminated customer.

12. Click on Lists.

13. Check all lists, sites and servers on the left and click on Remove Selected Objects.

14. Confirm that you want to Remove Selected Objects.

15. Click on Done. The lists are now not assigned to any owner. They need to be assigned in order to prevent errors during validation reports.

16. Go to Utilities: Administration: Billing: Utilities: Assign Lists to Customers.

17. Select the server that has the terminated lists on it

18. Select the unassigned lists.

19. Select the "Terminated" customer.

20. Click on Assign List to Customer.