Show:
The Bill Account
Issue WFM!!
Contact me
100
This is automatically issued when any service order is issued
What is a shadow WFM
100
A critical contact is color coded as this to stand out and be seen....
What is Pink
200
This check box on the Bill Account window will determine if the customer is limited to paying with Cards, paper bills and money orders only.
What is Cash only
200
WFM's can be created two ways, name them.
What is Automatically and Manually
200
This is a recording of a communication between the customer and National Grid regarding a customer or account(s).
What is a contact
300
WFM is great to use, however, what it really means is...........
What is Work Flow Manager
300
There are two ways to identify a contact, name them
What is Account contact and Customer contact
400
Temporary addresses will be active on the account for this long..............
What is 1 year
400
This hot key can be used to access the WFM creation screen or issue misc work item screen.
What is Alt+AAI
400
Contacts are available to view for this long before they are archived online.
What is three years
500
On the bill account window, this link will be clicked to update paperless billing the account
What is Bill Delivery
500
Use this WFM when a customer calls in to have their payment history mailed/faxed to them
What is Statement Request form.
500
San Antonio will only create a Critical contact on a customers account is this situation.
When is adding a Secondary customer