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  • KNOWLEDGE BASE
  • Subscribers
  • Account Page

Account Page

subscribers basics customer service account page

All relevant insight to a Subscriber's account is stored conveniently for quick access. Navigate straight to the needed information from the Account Page using the top tabs. Click on any of the boxes below to learn more about the information stored on the Subscriber Account Page. 

Street view is brought in, if available, giving an instant visual of the subscriber's location. Or a slider of uploaded photos of the location can be added. Click the arrows on the image and you can move left or right. Click on the compass icon to the right and rotate the view. You can also click the icons to zoom in and out.

A summary is presented at the top of the account to indicate the subscriber type (Business, Residential), unique subscriber ID, subscriber name, subscriber status (Current, Delinquent, Error, Lead, Past, System), and any tags associated. You can click on the subscriber’s name and current status from here for a quick way to edit those items.

Sub Name .png

Subscriber Status

The subscriber status helps describe a subscriber’s standing in the system. Associate these statuses with billing. Do not manually change the status to reflect eligibility.

If an account is a duplicate account you can change the status to error and that will help filter it from future search results.

Remember workflows will automatically change statuses of a subscriber based on their billing status, but if needed you can change it manually here.

Update Status .png


At the top left you can click the Tag icon to view all tags associated with the subscriber account.

Tags.png

At the top right you can click to edit display settings, turn on and off Google street view, toggle the street view, maximize and minimize the page, and close out the page.

View and Settings .png


Summary
Customize a dashboard of information
History
View a log of actions taken on the account
Services
Subscriber's associated Services
Invoices
All Invoices for the Subscriber
Payments
All payments and payment methods for the Subscriber
Tickets
All current and past Tickets for the Subscriber
Calendar
A calendar with events associated with the Subscriber
Notes
Notes pertaining to this Subscriber
Contacts
Contact methods for the Subscriber
Locations
Service and Mailing Locations for the Subscriber
Tags
Descriptor tags for the Subscriber
Portal
Portal users for the Subscriber.
Reports
Special Reports for the Subscriber
Attachments
Files pertaining to this subscriber
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