Ann Smith Posted February 20, 2020 Report Posted February 20, 2020 I assume clients can upgrade 'existing' plans, I can't find a way to do this though. All I can do is order a new plan for the same account so I end up with 2 plans for the same client. Am I missing something? Ann
0 Jono Posted February 20, 2020 Report Posted February 20, 2020 You'll need to make sure that the packages are in the same package group and that package has the "Allow Upgrades/Downgrades between Packages within this Group" option checked
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Ann Smith
I assume clients can upgrade 'existing' plans, I can't find a way to do this though. All I can do is order a new plan for the same account so I end up with 2 plans for the same client.
Am I missing something?
Ann
1 answer to this question
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