Updating/Removing the trial date of a channel customer

Products

• CloudHealth

Issue/Introduction

When a channel customer is converting into a full access customer, or an existing trial needs to be extended. Follow these steps.

Note: When a channel customer's trial expires it will impact processes such as partner generated billing from being able to complete successfully. 

Resolution

• Navigate to Partner > Customers > List : Select the desired channel customer record.

• To end the trial period and make the customer a full customer, remove the date in the Trial Expiration field by deleting the value.

• To extend an existing trial, adjust the date to a new date in the future.

• Click Update at the bottom of the Customer page