Ability to View and Edit Credit Class and Limit on Account Details Page Credit Class and Credit Limit can optionally be configured on the MANAGE > Customer Field Configuration page (Manage Configurations permission required)
About Discounts – A Quick Overview 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.
Accessing Usage Data Customers have several options for directly accessing CostGuard usage information.
Account Lock Indicators for Port Out and SIM Changes 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.
Account-level Management for Credit Evaluations and Deposits in IDI Desktop Client This article describes how to manage credit scoring and deposits in CostGuard Client.
Address Validation Log Search 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.
Auto-creating E911 Batch Records This describes how the system creates batch records for changes to E911 information.
Automated Syniverse Integration for Port-In 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.
Billing System Update Action The Billing System Update action adds the services and features to the customer’s account.
Blocking ACH (checking/savings) Payments for Customers in Bad Standing 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 Data – SIM Record Import 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.
Bulk Data – Available Specifications This article provides a list and links of the available file specifications for the Bulk Data module.
Bulk Data – Customer Specification Bulk Data Customer file specification for adding and modifying customer accounts.
Bulk Data – Disassociate Device from Services Specification The article contains the Bulk Data specification from dissociating devices from a service in CostGuard.
Bulk Data – Equipment Inventory Specification Bulk Data import specification for adding inventory items to the Equipment Inventory module.
Bulk Data – Specification for Update Coverage Service Area (CSA) Table Bulk Data Coverage Service Area (CSA) file specification for updating the CSA table
Bulk Data Import – Customer Alerts Ability to import Customer Alerts for accounts using Bulk Data Import.
Bulk Data Import – Devices 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
Bulk Data Import – Provisioning Properties 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.
Bulk Data Module The Bulk Data Module allows users to easily update their IDI platform data using a comma-separated file.
Bulk User Account Administration The User File Import process allows administrators to quickly add or update mulitple user accounts.
Bulk Validation of Service Addresses The Bulk Address Validation Wizard in CostGuard Client supports bulk validation of service addresses.
Colorado Retail Delivery Fee Notice – UPDATED Notice for customers regarding Colorado's Retail Delivery Fee which became effective July 1st, 2022.
Communications – Message and Notification Storage (Cleanup and Lifecycle Management) 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.
Communications Configuration Guide Guide on configuring the IDI platform to use Communications functionality.
Comparing Notifications vs. Messages 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.
Configuring Assignment Templates and Browse Tag Categories How to set up and use assignment templates to establish rules to guide transaction assembly in a structured fashion that follows your business rules.
Configuring Browse Tags How to set up and use browse tags to facilitate browsing your Product Catalog and simplify order assembly.
Configuring, Selling and Managing Protection Plans Support for protection plans in the CostGuard system has been enhanced with a comprehensive solution for configuring, selling and managing plans (including provisioning).
Connecting External Systems with Quicklinks and SmartData How-to configure Quicklinks to send users to other systems with context.
Controlling How to Handle Payments to Non-Invoice Responsible Accounts New setting in CostGuard lets you disallow payments targeted for non-invoice responsible (NIR) accounts. This may help customers avoid potential billing issues
Conversion from Authorize.Net to Authorize.NetAPI This article will outline best practices for converting from old Authorize.Net to the new Authorize.NETAPI provider.
Core Reports for Auditing Taxes 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
Corporate Accounts – Total Balance Roll Ups Option to roll up the entire balance on non-invoice responsible accounts to the nearest invoice responsible parent account.
Corporate Roll-up Overview Overview of Corporate Roll-up of Non-Invoice Responsible balances to parent accounts.
Covered Hotline Bulk Import Specification File specification for importing the FCC covered hotlines file (FCC mandate 23-96)
Creating and Managing Subservices Overview of creating and managing parent services and related subservices
Credit Evaluations and Deposits – Getting Started 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.
Credit Evaluations in Orders This article describes how to perform a credit evaluation as part of a transaction.
Credit or Debit Account Balance on Disconnect or Restore Following Suspension 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.
Customer Portal 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.
Customer Portal Administration – Choosing a Menu Icon, Icon Code Lookup Guidelines for finding the font awesome code for menu icons to use in Customer Portal
Customer Proprietary Network Information (CPNI) This describes how CPNI is managed in the IDI platform. It covers both web applications (Customer Care) and the Desktop Client.
Data Replication Service The Data Replication Service will send changes in your CostGuard environment to a database that you host.