1
What number(s) does a NONE legacy contract account start with?
5 or 6
Which type of account starts with a 0,1,2 or 3?
Legacy Account
What does the contract number begin with?
3 or 4
What is the preferred TMD information we should request for locating the contract account?
Address
True or False?
The customer number begins with a 1.
True
What special character do you use to search the unit number when searching for the BPs address?
Asterisk
How do you know an account is active via screen pop?
Name, address and account number
Can the premise and mailing address be different?
Yes
What is the preferred BMD information we request for locating the contract account?
Account number
What does POD stand for?
Point of Delivery
True or False.
You should not place an asterisk in front of the last four of a BPs social to search for the CA.
False
Can you locate the contract account by the meter number?
Yes
What is the connection OBJECT?
Building or entity
What does the device location number begin with?
6
The customer gives you an account number that starts with 3, in which field do search for this account number in CRM?
Legacy Account Field
If you pull up an account with only the name and account number, what does this mean?
Not an active account
What is the REQUIRED information you need to create a BP contact or Financially Responsible Party for the contract account?
First name, last name, address and telephone number
What does the connection number begin with?
9
Premise or Connection Object...
The Actual place the BP occupies
Premise
True or False.
We are NOT able to locate a contract account by service order number.
False
You pull up an account with ONLY the address in the screen pop, why might this be?
Property/premise is inactive
What does "CRM&B" stand for?
Customer Relationship Management and Billing
What does the device location number begin with?
6
What is included in TMD(Technical Master Data)?
Connection Object
Premise
Installation
Device
Device Location
POD(Point of Delivery)
What number is used to establish billing and begins with a 7?
Installation