C2M Application Basics
These numbers remain unchanged when a customer moves to a new premise.
What are account numbers?
To become a customer, this record must be associated with an account.
What is a Person?
Of these To Do features in C2M — routing a To Do to a specific role, linking entries to specific data for easy lookup, or integrating To Do entries with the external Outlook Calendar — this one is NOT integrated in C2M for To Do's.
What is the ability to integrate To Do entries with the external Outlook Calendar?
This side of the V model contains demographic information about the customer.
What is the left-hand side of the V model?
The single-character wildcard, represents any number of characters (zero or more) in a search or query operation.
What is the percent (%) sign?
These Alerts (types) can be added/created from the Alerts tab on the Account page.
What are Manual Alerts?
This To Do lifecycle status lets a user pause an entry while waiting for an event to occur (a user may have many entries in this status).
What is On Hold?
Field activities are tasks that are completed at the premise.
What is False? They are tasks completed at the service point.
When you access a customer's account through Control Central Search, this tab is displayed.
What is the Account Information tab?
Customer Contacts — documenting actions taken on an account, tracking issues a customer might face, logging payment transactions, and documenting letters — this one is NOT a purpose.
What is logging payment transactions?
This type of To Do can be created automatically by the system rather than manually by a user.
What is a system-generated To Do?
These are tied to an account, and a customer can have multiple of them.
What are service agreements?
This is the physical location where a service is provided.
What is the premise?
To reset a customer's PIN, you would use this tab (not the Account Characteristics or Premise Characteristics tabs).
What is the Person Characteristics Tab?
True or False — In C2M, Priority 90 represents the lowest urgency.
What is True?
The component that links the service point (SP) to a service agreement (SA) indicating services at the SP are charged to the account via that SA.
What is the SA/SP "handshake" linking Service Points to Service Agreements?
On the SA Financial History page, you can find these two types of information.
What are bill segments generated on the SA and payment segments applied to the SA?
This page is used to add or edit a primary ID, update phone numbers, or change any personal information for a customer.
What is the Person page?
This is the number of digits in a To Do ID (choices: 16, 10, 14, 8).
What is 14?
This contains the terms and conditions describing how C2M calculates charges for a specific service.
What is a service agreement?