Customer Portal - Bankruptcy

Bankruptcy

Please note, customers with a "Bankruptcy" status in NetSuite should be immediately redirected to Eli's personal queue. 

If Eli is not available, please continue to use the Bankruptcy macro and follow the steps outlined below:

With Concierge now supporting customers both future and current as it relates to the new Customer Portal and applications, we’re going to see more and more residents with Bankruptcy status as shown below:

If a resident/customer prompts communication, use the macro: Resident Support - Bankrupt and email Michele Boik directly.  Within the email include the following:

• Customers site number
• Name
• Link to their profile in NetSuite. 
• Please do not do this via Zendesk as it will trigger a notification to the resident. 

Under no circumstance can we discuss anything financial related with the customer if they’re in a bankrupt status. 

If you’re uncertain how to proceed, loop in Lance or Khristian so they can decide how to proceed.