Customer Master 20.2 Highlights
by Lori Bayne, Customer Master Product Owner
As we mentioned in the teaser article in September, the effects of the COVID-19 pandemic haven’t slowed down MACC’s Product Development Team. We again have a feature packed new release of Customer Master that is focused on improved efficiency, customer communications, and reporting. There are truly some features you’re going to love and we’re excited for you to give them a try after your company is upgraded. Complete details are below.
Premise Equipment Interface
MACC’s new Premise Equipment interface provides versatility in assigning premise equipment to the customer’s address from one application, our Customer Master software. This comprehensive and time-saving interface allows users to assign/store equipment on network addresses, pull equipment items directly from Accounting Master inventory, and provision the equipment (activate or change service) through their equipment vendor. This enhancement eliminates dual entry in multiple applications to create a seamless equipment process within Customer Master. Users who do not have the Accounting Master Inventory interface will also be able to assign/store CM Equipment as Premise Equipment on addresses in Customer Master. Note: If your company plans to use Premise Equipment, and you plan to auto-provision that equipment, please contact your Client Relations Manager or Account Manager to coordinate with MACC’s Application Interface team. Set up will be required.
A new notification type called “Notification to Accounts for All Payment Methods” provides the ability to send payment notices to accounts for all payment methods. In this age of technology, emails and texts are the end-users’ preferred format for receiving notices. Now they can receive payment notifications via email or text for all payment methods. This enhancement expands payment notice capability to include Check, Cash, Credit Card, Money Order, Lockbox Check, and Lockbox Cash, Bank Collect, Other, ePay, and Third-Party payments. These notifications can be sent individually in Payment History or in mass with the Batch process.
Sales Lead Grid Reports: Five new Sales Lead grid reports were added to the Grid reports menu to provide better tracking and reporting in Sales Lead. These reports include Sales Lead, Sales Lead by Comments, Sales Lead by Networks, Sales Lead by Stage, and Sales Lead by USP. In addition, the five existing Service Order grid reports have a new option to view those Service Orders which originated from a Sales Lead.
Report Auto-Generation: Users can now auto-generate the very popular Grid reports. Similar to the existing list of reports in the Report Auto-Generation feature, Grid reports can be set up to automatically generate on a certain date and time, then be emailed to a desired recipient(s). In addition, more of the general reports were also added to the menu for Report Auto-Generation and are no longer Prompt-Only requiring manual intervention. These reports include: Service Order by Stage, Summary (Trouble,) Trouble Listing, Trouble Escalation, Trouble Q&A, and Trouble by Stage.
Grid Reports: Many of the Grid reports were updated to include filtering criteria. Using the new filters provides the ability to filter on only the desired criteria before viewing the selections in the grid, which can reduce the amount of data needed in the report results. This feature is especially helpful on the larger Service Order or Network grid reports with greater volumes of data. One example is filtering the Trouble Ticket Grid report by Begin Date, End Date, and Network Type to find trouble for Internet in a date range, before exporting the grid to the .CSV file. Look for these convenient filter options when running the Grid reports.
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