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Questions
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Where is it?
Where is it? II
Where is it? III
How Do I?
How Do I? II
100
Where is the Account Holder's Name?
BAN Header - Top Left, “Billing Name”
100
Where can you see the the Account Pass Code?
BAN Header - Top center, “Pass”
100
Where can you see the Current Balance Owed?
BAN Header - Top center, “Balance”
100
How do I find what device is registered on a line?
Tab 5 Profile - Bottom Left, Under “SIM” Look to the right of the IMEI number.
100
How do I check a customer's contract end date?
Tab 3 Agreement – Center under “Price Plan”, click “Commitment”
200
Where can you see if a customer is billed in Advanced or Arrears?
BAN Header – Bottom center, “Bill In”
200
Where can you see the Bill Cycle Close Date?
BAN Header – Top Right, “Close” checkbox
200
Where can you see if an account is Past Due or Not?
BAN Header - Top right, “Delinquent” checkbox
200
How do you view a customer's parked equipment?
Tab 5 Profile – Center Left, click “Parked Equipment” button
200
How do you find the customer's Rollover Minute History?
Tab 2 BAN Profile - Page Options menu at top of screen, “Rollover Minutes History”
300
Where can you see the total minutes used in the last bill?
Tab 1 Financial Summary - Right Center, “Last Bill Information”
300
Where do I see the customer's Rate Plan?
Tab 3 Agreement - Top, under “Price Plan”
300
Where can you find the service status for a line?
Tab 3 Agreement – Top Center, blue wording above “Price Plan”
300
How do you view a customer's Installment Plan Summary?
Tab 2 BAN Profile – Queries menu at top of screen, select Installment Plan Summary
300
How do you view a customer's unbilled usage?
Any Tab - Bill menu at top of screen, 3rd section down has several Unbilled use item
400
Where can you find the LTV and Churn Potential for a customer?
Tab 5 Profile - Top Center
400
Where can you find the User's Name for a mobile number?
Tab 5 Profile - Top Left
400
Where can you find the Primary Account Holder number (used for notifications)?
Tab 2 BAN Profile - Bottom Center, “PAH”
400
How do I perform History Queries in Telegence?
Tab 3 Agreement - Page Options menu at top of screen, select “History Queries” and pick your choice
400
How do you view the method of a customer's last payment?
Any Tab - Bill menu at top of screen, select “Payments”, then select “Review Payments”
500
Where can you see if the customer has Spanish or English billing?
Tab 2 BAN Profile – Right, click the “Spcl. Bill Params“ button
500
Where can you see the service activation date for a line?
Tab 5 Profile - Top Center, “1st Active Date”
500
Where can you find the Future Price Plan for a line?
Tab 3 Agreement – Center under “Price Plan”, “Future PP” button
500
How do I view a customer's voicemail routing numbers?
Tab 4 Features - In the “Features” Section, click “PARM” button next to “Basic Voicemail” feature
500
How do I view the customer PIN Unblocking Codes?
Tab 5 Profile - Page Options menu at top of screen select “zoom equipment” (NOTE: must have SIM selected)