Current eMessage > Software Update > March 2021

Software Update

Customer Master can help growing companies

by Julie Riecken, Training Support Manager

If your company is moving into a new area, here are a few Customer Master considerations:

Report Areas: Make sure you’ve identified Report Areas and Main Report Areas for the new area. By adding new Report Areas, you’ll be sure to properly track your new revenues. In addition, you will be able to add a unique logo to accounts based on that report area.

Tax Areas: Of course, if you are going into a new area, there’s a chance that the taxes are different from your current area. Add Tax Codes and Tax Areas to help you assess the proper taxes.

Addresses: Use the Address Importer to mass load new potential addresses. When you do so, you can attach the proper Tax Areas (and possibly Report Areas, Work Groups, or Service Areas) to the new addresses.

E911: Your new area may mean an additional MSAG. If you are responsible for reporting E911 for those accounts, you may want to consider requesting a new MSAG and having it loaded to your Customer Master database.

Sales Lead: Create Sales Leads to track potential new accounts. Think of Sales Lead as a pre-order. Once you’ve confirmed that your new customer wants service, convert the Sales Lead over to a Service Order.

Sales Lead and/or Service Order Template: Make it easy to add common services for your new accounts by using Templates. They can include the commonly used services for easy entry.

Network Numbers: Are you adding a range of numbers specifically for the new area, or will you be porting numbers in? Do you want to use specific network numbers for internet or video services? If so, you may be interested in learning more about Network Number Management.

Training is available on many of the listed topics. For a complete list of training options, please visit MACC’s Client Central.

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