Sending all your email/faxes first thing everyday! This puts a smile on Michael's face.
What is using the "Magic Button"?
100
I don't trust my customer to pay after the fact. You'll be sure to have the cash in hand with this.
What is a "Pre Auth"?
100
I need to release an order. I have to go to this screen.
What is the "Order Organizer"?
100
In Oracle's "Account Details", you can retrieve all transactions made on your customer's account. Do this so that you can sort or filter all the data.
What is "Export" to an Excel spreadsheet?
100
Michael yells at us because we forget to sign in and be available for calls in this system.
What is ININ "The Call Que"?
200
When an open credit and open invoices amount to the same total. An email is sent to "Rachel".
What is a match off?
200
Rules are made to be broken, especially when our customer's don't use remittance advice causing tedious work to do every morning before noon.
What are "Exceptions"?
200
I can see all transactions for my account such as invoices, credits, debits, and most importantly payments.
What is "Account Details View"?
200
Clean up, clean up, clean up was the song of the quarter at FY17 end. We scrutinized this file in order to meet our Clean up project goal.
What is the "Line in the Sand" or Clean up Report?
200
Garfield often sends us a reminder to change our status to this when we go home for the day in the ININ system.
What is "End of Shift"?
300
When you complete a call with a customer, you must first click this icon.
What is the "Dial" button?
300
My customer wants 120 invoices. I'll have to click on 6 pages because I'm only capable of sending this amount of invoices at a time.
What is 20?
300
I can keep track of my customer's payment trends without reducing their credit limit but by using this feature.
What is "Order Limit Reduction (Soft Hold)"?
300
Michael sent his team a spreadsheet and the columns did not sum. It appeared that _______ were corrupted.
What are "Formula's?
300
The customer wanted to speak to Online Store Support regarding issues with their log in and password on ROS. This feature in ININ is used to get them to someone in the ROS team.
What is "Transfer" feature?
400
A customer doesn't believe they received their product. You send this item to prove your point by clicking this button.
What is the "Gateway Icon" to provide a POD?
400
Match off was denied because you didn't search for one of these in "Cash Application" under the "Images" and "Payments" tabs.
What is a "check copy"?
400
When I'm in Getpaid and notice that there is no email address, no phone and fax number, and no contact name, I may find this information in Oracle under this tab.
What is "Customer View Standard"?
400
Garfield held a training class with the Team on this excel program. Best used to reorganize and summarize selected columns and rows of data.
What is a Pivot Table?
400
The customer called and refused to pay their past due invoice because they returned the product. You would transfer them to this Department to address the return.
What is the RMA Department?
500
A customer is a real loser and won't pay. You're drawing a line in the sand by sending this notification.
What is a "Final Demand" letter?
500
This is what you use when you are not paying the invoice in full. Be forewarned, you must input the sales order or invoice number appropriately if you want to spare yourself a stern lecture from Kathleen.
What is "Payment on Account"?
500
I can find out what customer service rep entered an order by searching this way.
What is the Order Organizer > help > record history?
500
Using this function causes an excel search for a value in the left most column of a section in the spreadsheet aka Vertical Search.
What is VLOOKUP?
500
Your customer refuses to pay for the old Restraxx charges, they want to speak to someone to cease these bills. This department can help them with this issue.