MBS RECENT UPDATES Bonnie Faulkner. Reset User Password and Attempts Name search Display Match Type Active check box if Account level charges are present.

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Presentation transcript:

MBS RECENT UPDATES Bonnie Faulkner

Reset User Password and Attempts Name search Display Match Type Active check box if Account level charges are present * Wildcard from Subscriber Search Notes from Ribbon (add or view) Equipment/Contracts from Ribbon (Contracts expanded) Subscriber Financial History (Balance Gadget) Any service option Service charges, equipment, internet Session Log Tab SUBSCRIBER SEARCH UPDATES 2www.cdg.ws

Payments via Open Edge (extended timeout from 5 to 15) Payments with credit card fee Bypass AVS Config opt #409 – require address on payment Lifeline to Medical Line Subscriber Financial History from Customer Care CUSTOMER CARE UPDATES 3www.cdg.ws

Parent/Child accounts - new configuration option (#424) to default the parent account selection during the install wizard. Cancel pending session We now allow the MOVE of services (from one account to another – via the Subscriber Search MOVE button) even if the subscriber has an OPEN session. Assign equipment to DSL service type (special services) CUSTOMER CARE UPDATES 4www.cdg.ws

We now automatically populate Census Tract and Block info after the county is set. We now will fire the icon next to the census tract field, once we have enough info to do the seeding… such as, when the user leaves the postal code field and the city/county/state is established. React PD & Prod Transition on same day with different session. Ability to delete the address for a closed E-Care account. SERVICE UPDATES 5www.cdg.ws

Account # (New invoice format only) New Configuration Option # 420 – the account id only (default) show on the upper corner (right) of the invoice page or to have both the guarantor ID and the account ID print in the corner with a dash between them. Past due in RED on notice with late payment information on the 1 st page (example) New Invoice types – add Thank You to payment code verbiage (example) INVOICE UPDATES 6www.cdg.ws

Configuration # 431-Tax Fee & Quantity on Invoice ‘ Yes’ – The tax fee and the number of the fees applied will print in the tax section of the invoice along with the tax description and total tax amount(new invoice format only). This applies to flat rate taxes only. ‘No’ – Only the tax description and total tax amount will print. This value is the default. INVOICE UPDATE FOR TAX FEE 7www.cdg.ws

Your invoice is ready – delay to send out notice. Save credit card information via E-Care. We have enhanced E-Care so that a user has access to all guarantor/profile combinations that are part of child- accounts for the main guarantor/main location. Adding a User Profile to a Registered E-Care Account. Added new filters to E-Care Payment History. E-CARE CHANGES 8www.cdg.ws

Revenue churn. Equipment from Dashboard. Contract Expiration. DASHBOARD UPDATES 9www.cdg.ws

Modified notes. Added note type. Sequence user list. Contact information – required on Trouble Ticket? Copy ticket. Enhance the system so that when a user is creating a trouble ticket from the service screen for the service – the system will capture that service in the listing – as the 1 st service option. New Trouble Ticket install by Name enhancement TROUBLE 10www.cdg.ws

Added “base address only” to the Circuit Service Interface layer to see all circuits for “related” addresses ID. service option. Move circuit with move of address. Add sequencing to the Wire Center area of Plant Circuit Details screen. PLANT UPDATES 11www.cdg.ws

Prints red if past due ticket or task. Must be a scheduled trouble ticket. Plant circuit information on screen for mobile link for Tasks. MOBILE LINK UPDATE 12www.cdg.ws

ANY QUESTION?