Domains/Email
This is a client's numerical unique identifier associated with their HS1 account with us.
What is a CID?
This is where you can find the most recent publish date and time in a client's editor.
What is the history tab in the editor?
This is where you go to update a Baystone client's billing information.
What is the Baystone Admin?
This is the type of DNS record added to improve an email's spam filter/functionality.
This is the name of the form to be sent to a client when they want to manage their domain (NOT cancel services with us).
What is the domain release (or transfer) form?
This is where you can find several usernames and passwords for clients' Hushmail accounts, Social Media, Google information, and more.
What is the logins tab?
This is the application you toggle on in the Officite portal when a client wishes to manage their own portal users and email addresses on their end.
What is the user management application?
This is the correct team to send a client who is having issues with their mydentistlink online forms
What is the Patient Engage Team?
This is the stock image and video website where we can direct clients to select 1 video or 1-2 photos for us to purchase for them to use on their website.
What is Dreamstime.com?
This is a (3rd-party) program that is used to access and manage a user's email, like Outlook or Thunderbird.
*HINT: we do NOT manage these for our clients!
What is a (3rd-party) Email Client?
This is the correct queue to assign (ACTIVE) Officite SEO client questions and requests.
What is the Search Marketing Queue?
This is where you can enable the Userway widget in the editor.
What is the tag manager tab of the editor settings?
This is what we should be doing for new clients calling in that don't have a case owner assigned to their onboarding case yet.
What is scheduling a NEW onboarding call for the client? (NOT using a direct scheduling link for any one particular onboarder)
This is the name of the folder we should instruct clients to create in their webmail account in order to help them with receiving spam emails despite their spam filter being set to "very high" in the MAC.
What is a Missed Spam folder?
This is the type of DNS record that allows email to function.
What is an MX record/What are MX records?
This is the drop-down field located within cases that allows you to assign specific details to a case. For example, client communication needed or ready for developer.
What is the OFC - Status Detail?
This is where you can confirm which tier of patient education is active for a client.
What are the settings of the Manage Domains tab?
This is the first thing you should do every time you're assigned a new case and we need more info or need to answer a client's questions.
What is CALLING THE CLIENT (NOT Emailing)?
These are the three keys to ensure a happy client which are frequently brought up in tNPS conversations and emails from Lindsey.
What are communication, thoroughness, and timeliness?
This is what is responsible for establishing an encrypted (or secure) link between a server and client (like a website or email link).
What is an SSL (Secure Sockets Layer) Certificate?
This is the person to who all At Risk cases should be assigned to.
Who is Melissa Matthews?
This is where you need to go to create a new Dentrix portal user.
What is the Demand Force portal (or the settings section of the client portal)?
These are the correct steps to take when completing a case review for an edit request.
What are:
- put the case in your name
- review the changes in the editor for desktop AND mobile
- if they are done correctly publish the changes and confirm they are live on desktop AND mobile
- Send the client the case-closed email
- If the edits are not done correctly we should be removing the OFC-Status detail for review and making sure the ENFRA rep is made aware they need to work on it more?
These are the steps to take in order to successfully open a Rep Tracker case.
What is opening a standard OFC-General case type, assigning the OFC-Type as Rep Tracker, and assigning Mario as the case owner?