Include Cancellation Policies on Account Schedule of Services SF page
planned
Kher Liang
Suggestion to include cancellation policies, as outlined in the schedule document typically uploaded on the Schedule of Services page, on the 'Prices & Services'/'About This Schedule' tab.
While arguably most cancellation policies are similar across accounts, there are some nuances and differences still, and I think operations team can save time in trying to confirm the cancellation policy for the particular client account, by having it listed on the schedule of services page directly.
Matt Conger
planned
Moving backwards to 'planned' since Darien is OOO.
Matt Conger
in progress
Interested parties can follow along at https://cadencetranslate.atlassian.net/browse/PLATFORM-436
Matt Conger
Update: nudged Darien to see if this is feasible.
Kher Liang
under review