CP3/CP4
CP3/CP4 runs in this cloud service.
What is AWS?
The Master Portal would only include this type of caller.
What is a Vendor?
This is the first selection you would see when creating a new case in Salesforce.
What is "Customer Service"?
If the Vendor/Provider has never enrolled in the Provider Portal, upon Logging in, they would select this.
What is "Enroll my Business"?
This is our online phone system.
Vonage
This is the most common tab to search for a payment in CP3 and CP4.
What is the Payment Master?
If a Vendor/Provider needed to enroll into the Provider Portal for the first time, this would be the information given that is located in the Master Portal.
What is the Authorization Code?
This is the only field that isn't auto-populated when creating a Salesforce case.
What is the Follow-up Date?
This will be initiated once the Vendor/Provider has successfully entered their business information to provide a second layer of security.
What is two-factor authentication?
This is what agents can view under the 'Person' icon.
How many calls are waiting in the queue.
This should be confirmed if a contact requests a paper check.
What is the mailing address in CP3?
You would select this when you are changing the payment method in the Master Portal?
What is "Create"?
The subject line in the Case Details will always match this.
What is the Issue Category?
This is where all carrier logos who issue payments through One Inc will appear.
What is the Global Carrier Homepage?
This is how you report an audio problem.
Select Report Problem and choose Audio Problem
This is stated next to the email address showing the pick-up link was successful.
What is "signed"?
This is what you would send to a Vendor/Provider when they are requesting to be enrolled into the Provider Portal.
What is an Enrollment Link?
This will be created once the case has been created and saved in Salesforce.
What is the Case Number?
This is the best search feature under the payments tab, when a Vendor/Provider is trying to locate the details of the payment.
What is "Search Payments"?
This is the icon you push to report a problem directly to Vonage.
Triangle Icon
This unique number in CP3 is required to document in all cases regarding a payment.
What is the Payment ID?
This is what is used to search for Vendors/Providers in the Master Portal.
What is the TIN?
When escalating a case the Case Owner can be changed to one of these 4 queues.
What is Technical Support, Vendor Enrollment, Manual ACH Enrollment, and Stop/Reissue?
These two documents are needed when a Vendor/Provider wants to setup for EFT/ACH.
What is W9 and a voided check?
This is the color your status be if you are in the Ready state.
Green