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basics

UNY - BASICS

QuestionAnswer
What icon/button would you click to open up the bill to review with the customer? SELECT BILL
Where are there 2 places you will find if the premise has a gas or electric meter? SELECT METER AND ACCOUNT DETAILS
What area do you find the contacts? BOTTOM LEFT CORNER
f the call comes through as Failed FACTA (AUTHFAILED/IDENTIFICATION/NOT AUTHORIZED), what are your options to verify the account LAST 4L DOB; EXACT AMOUNT OF LAST PYMENT, LAST 4 OF BANK ACCT ON FILE; EMAIL ON FILE
Where would you find if there is a service order? BOTTOM LEFT NEXT TO CONTACTS
What is the path to place a customer on paperless billing? Actions>Account Actions>Maintenance>Maintain Bill Account-BILL DELIVERY
What is the path to add or change an ACCOUNT level mailing address? Actions>Account Actions>Maintenance>Maintain Bill Account -Permanent Address
What is the pathway to check TCPA? Actions>Customer Actions>Maintain Customer Data
TRUE OR FALSE - To retrieve a street with more than one word in the name we use the smush method. TRUE
What are the big three objects? Customer, Premise, and Bill Account
Where would you find the date the account closed or the date of the last payment made? Account Details-highlighting the account details button which stores information regarding the account, including the date the account closed and the last payment made.
TRUE OR FALSE-We are able to change and/or delete this email if there is a username already added along with email address False
Where can you check the status of the account? Billing Window
A Yellow field in CSS (within a task list) means? Enterable and required
What other color field means enterable and required Blue
What is the Pathway to add a WFM? Actions>Account Actions>Issue Misc Work Item
A pink field in CSS means? Priority or Managed Account
Tell me things SCO can do set/remove programs; make a payment, change mailing address, issue a duplicate bill. A SCOR cannot start service or issue a connect for a COR.
What Rev Class will you primarliy work on? Residential
TRUE OR FALSE - The path to Account special notation > Account Actions > Maintenance > Special Notations. True
Created by: suechong
 

 



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