Current eMessage > Software Update > May 2017

Software Update

Am I forgetting something?

By Julie Riecken, Training Support Manager

We all have those moments where we forget something. Did I forget to pick up something at the store? Did I forget a friend’s birthday? Did I forget to send in my newsletter article by the due date?

Sometimes, Customer Master users forget important charges, like the E911 surcharge or even an installation fee for a new account or tier. Customer Master 17.1 has a solution to this common problem!

Templates allow you to pre-define how new tiers are set up. For example, you might have a telephone network template for a specific exchange. That template can include the Service Area, Tax Area, Report Area, Plant Area, Service Type, Technology Type and more. In addition, you can have the template automatically add your basic telephone charge USP codes and OCCs. This ensures those required charges are always added by default when a new tier is added. You can also pre-define Carrier, Toll Code, and Custom fields.

Just add the tier via service order. As soon as the tier is there (but before posting the tier), apply the template. After saving, you can then adjust the information in the service order to meet that customer’s needs.

We encourage you to try using templates after you are upgraded to 17.1. We will train on this topic and more in our What’s New in Customer Master 17.1 training presentation.