Customer
Name the three (3) different ways a customer can submit a certificate in a standard (not custom) workflow.
Upload, fill and sign, direct email
What is the most popular workflow for issuing vendor certificates?
Vendor/Supplier Packages
What does the CSA do?
If you don't know this please log off now and go study. :)
CSA is a decision tree that uses state by state research to guide customers to the correct form for their exemption type.
Where can you find the customer portal links?
In "Company Settings" under "Customer Portal". The customer facing link can also be found on "My Profile".
When a logo is loaded to "Company Logo" where does that appear?
Email templates
How can certificate end up in the "Incomplete Certificates" table?
Either a customer sends it via direct email response, or a user begins importing and exits prior to selecting the state.
At what point does a vendor certificate live on the "completed" table?
After it is signed
What are the two ways a user can import a customer certificate?
Either with the "Import Certificates" button in the Tools row or on the CIM.
Where can you find a company ECMS ID?
Either in the URL when on the "Company Settings" page or on Client Admin tool.
Can you edit a client company alias?
Yes, on the Client Admin tool.
How many days from expiration is a user notified to send renewal?
120 days
What are the three (3) types of documents used within Vendor/Supplier Packages?
Forms, Certificates, and Templates
Are clients able to have custom columns within the CIM?
Yes. Bonus if you can tell me how many?
Within "Tax Answers" how many questions are asked for each state?
5 for NOMAD, 18 for all others
Can the system automatically send expired certificate notifications to customers?
Yes.
Name the ways you can request a certificate from within the system (not using generic portal link).
Request by certificate, request by location, or from the CIM (either bulk or single).
What does the "Portal Link" within the "Vendor/Supplier Packages" table do?
This link can be given to vendors to go in and tell the system who they are and download any forms within that package.
Is there a hierarchy system in place for Bill To Accounts and Ship To Accounts within CIM?
No. Each Bill To Account is listed as its own line.
How many entity types do we have research for in the "Exempt Entities" library?
51
Does the DBA name appear on certificates?
No. But it does appear in the system under "Assigned Company".
What are the two newest buttons under the "actions" menu?
"Attach Customers" and "Make Copy"
What is the Internal Vendor Portal?
A link that allows purchasers (non ECMS users) for a client to request/fill out certificates and send them for review and signature by a system user.
What three actions pop up as soon as a customer account is created?
Attach Certificates, Import Certificates, or Request Certificates
How do you create a custom template for a client?
What email notifications can the system send to customers automatically?
Certificate submitted, approved, response received, expiring, or expired.