Show:
To Do's
Terminology
Cases
CC&B
OneSource
100
How To Do’s are created.
What is Automated & Manual.
100
The new Terminology for CIS Pro.
What is OneSource
100
For a case, when selecting Phone as preferred contact method, this is the # it lists to call.
What is all numbers listed on the account.
100
The page CC&B brings you to when locating an account.
What is Account information.
100
This is what you want to do to save a document.
What is Bookmark.
200
The amount of time a Priority 40 should take to complete.
What is Four days.
200
The new terminology for Time Payment Arrangement.
What is Payment Arrangement.
200
For a bankruptcy case, an Attorney Name & Number is required.
What is False.
200
How you enter a date in CC&B.
What is Calendar Widget.
200
The different ways you can refine your search in One Source using the search cloud.
What is Content Type, Customer Type, Department or Topic.
300
The 3 lifecycle’s for a To Do
What is Open, Being Worked, or Complete.
300
The new terminology for Meter.
What is Device.
300
The priority level listed for a General Bill Complaint case.
What is none provided/listed.
300
What are the 3 context menu’s on the Dashboard.
What is Person, Account and Premise.
300
The #1 Top Content in OneSource.
What is accept contact center payments.
400
The 3 roles for a To Do
What is a Doer, Assigner and Approver.
400
The new terminology for Default.
What is Landlord Agreement.
400
The process time for a case.
What is > 10 minutes and/or one or more days.
400
Where you can locate a customer’s Date of Birth.
What is Person > Characteristics Tab.
400
The title of the One Source Document for article # KM1001215.
What is One Source Glossary of terms.
500
Which is not a To Do (Medical Certificate, Deposit Waiver, Resource Team Follow Up)
What is Medical Certificate Application (It’s a Case).
500
The new terminology for APE/Extension.
What is Pay Plan.
500
Which is not a Case (Bankruptcy, Billing Adjustment, General Bill Complaint)
What is Billing adjustment.
500
What CC&B stands for.
What is Customer Care & Billing.
500
The OneSource document to help you create a case.
What is Create a case.