Product Articles

Credit Class and Credit Limit can optionally be configured on the MANAGE > Customer Field Configuration page (Manage Configurations permission required)

This article provides a brief introduction to discounts in the CostGuard system with links to more detailed articles that take you step--by-step through the process for adding and managing discounts.

Customers have several options for directly accessing CostGuard usage information.

In support of FCC compliance guidelines, account lock indicators are supported in Customer Care and Customer Portal. These indicators let customer service representative know not to make SIM Changes and/or Port Outs per customer wishes. The indicators do not prevent users from performing these actions.

This article describes how to manage credit scoring and deposits in CostGuard Client.

Describes fields on the Main tab on the Add/Edit Discount form

Starting with CostGuard 19.8 and greater, all address validation attempts (CoreLogic, USPS, & Basic) are centrally logged and available for searching within the Audit Log web application. For CoreLogic users, this replaces the Enhanced Address Validation Reports in CostGuard Client Report Explorer.

This describes how the system creates batch records for changes to E911 information.

The IDI platform supports automated integration with Syniverse SMG/ASMS Wireless Client Interface, Release 19.2 A Syniverse Porting Worker sends and receives port request information to and from Syniverse as port-in requests progress from creation to completion in the IDI platform.

The Billing System Update action adds the services and features to the customer’s account.

This lets carriers mark an account as in bad standing and prevent the account from making ACH payments through CostGuard. This will help reduce returned check fees.

Bulk Import Specification for SIM Records - Rather than using the existing CostGuard Client SIM File Upload utility, the Bulk Data Import method reduces the likelihood of syntax errors and makes it easier to create and manage import files.

This article provides a list and links of the available file specifications for the Bulk Data module.

Bulk Data Customer file specification for adding and modifying customer accounts.

The article contains the Bulk Data specification from dissociating devices from a service in CostGuard.

Bulk Data import specification for adding inventory items to the Equipment Inventory module.

Bulk Import specification for Feature import

Specification for bulk importing Journal records

Bulk Data Coverage Service Area (CSA) file specification for updating the CSA table

Ability to import Customer Alerts for accounts using Bulk Data Import.

This supports bulk adding and modifying device records. Rather than using the existing CostGuard Client Device or Samsung Manifest File Upload utilities, the Bulk Data Import method reduces the likelihood of syntax errors and makes it easier to create and manage import files

For service providers using the new Provisioning web application, the Bulk update capability supports updating provisioning properties on an order efficiently and accurately, reducing service delivery timeframes and improving revenue recognition.

File specification for serviceable address bulk import

The Bulk Data Module allows users to easily update their IDI platform data using a comma-separated file.

The User File Import process allows administrators to quickly add or update mulitple user accounts.

The Bulk Address Validation Wizard in CostGuard Client supports bulk validation of service addresses.

Notice for customers regarding Colorado's Retail Delivery Fee which became effective July 1st, 2022.

To help make storage more efficient, CostGuard no longer stores body text for Notifications in Azure Search, and periodically purges body text for aged messages.

Guide on configuring the IDI platform to use Communications functionality.

High level overview of Communications functionality in Costguard.

CostGuard has two separate systems that can be used to send emails; Notifications and Communications. This article details the differences between the two, reviews which scenarios are best suited for each one and gives an overview of the functionality available within them.

How to set up and use assignment templates to establish rules to guide transaction assembly in a structured fashion that follows your business rules.

How to set up and use browse tags to facilitate browsing your Product Catalog and simplify order assembly.

Support for protection plans in the CostGuard system has been enhanced with a comprehensive solution for configuring, selling and managing plans (including provisioning).

How-to configure Quicklinks to send users to other systems with context.

New setting in CostGuard lets you disallow payments targeted for non-invoice responsible (NIR) accounts. This may help customers avoid potential billing issues

This article will outline best practices for converting from old Authorize.Net to the new Authorize.NETAPI provider.

This article describes core reports located in the Report Explorer.

This article is intended for admin-level users responsible for auditing taxes. Related Articles • Tax Management Overview • Planning and Setup • Managing Taxes on Orders and Accounts

Option to roll up the entire balance on non-invoice responsible accounts to the nearest invoice responsible parent account.

Overview of Corporate Roll-up of Non-Invoice Responsible balances to parent accounts.

File specification for importing the FCC covered hotlines file (FCC mandate 23-96)

Overview of creating and managing parent services and related subservices

The CostGuard system lets you use the TransUnion credit bureau to perform credit checks on new, prospective, and existing customers. This article provides a quick introduction to credit scoring and deposits functionality, and provides links to related article with more detail.

This article describes how to perform a credit evaluation as part of a transaction.

The IDI billing process continues to bill accounts during the time they’re suspended. This solution provides enhancements to let you credit or debit an account balance on disconnect or restore following suspension.

IDI’s Customer Portal is an intuitive digital platform that lets your subscribers be more self-sufficient in managing their bills and helps you significantly reduce support costs and call volumes. Subscribers can quickly and easily register for a customer portal account and then have access to a wide range of self-service functions.

Guidelines for finding the font awesome code for menu icons to use in Customer Portal

This describes how CPNI is managed in the IDI platform. It covers both web applications (Customer Care) and the Desktop Client.

The Data Replication Service will send changes in your CostGuard environment to a database that you host.