Product Articles

This involves periodically converting E911 records into export files for transmission to the applicable E911 Providers. This covers generating the E911 file, and batch and batch detail search.

How-to setup and use Tickets and Communications to manage emails being sent to your business.

How to use Workflow triggers to configure email notifications for support request notes in Customer Portal

Allow your users to logon to the IDI Platform using existing accounts in other systems.

End of Life reminder for availability of the 1x version of all SOAP API endpoints.

This provides bi-directional visibility between Workflow instances and their linked customers/tickets in all three applications.

Option for enhanced prorating functionality changes how prorated charges are calculated across multiple bill periods. When this functionality is enabled, billing periods where the charge applies are evaluated individually based on the number of days in the specific bill period (month) to more accurately prorate each portion of the charge. This enhancement is off (disabled) by default. An IDI resource is required to enable this functionality. Contact your IDI support team or account manager for assistance.

Setting allows an Invoice Format to be configured to exclude specific service types in detail sections of base invoice XML for that format. This can help reduce the number of pages in customers’ invoices, for example when certain service types take up multiple pages with the same product repeated many times on many service numbers.

IDI’s field service management solution, powered by Zinier, lets service providers fully automate their entire service delivery process—from order capture and provisioning to customer communications. Service providers can automate scheduling, optimize route planning, and track field activities in real-time.

This article describes how to set up the system to access late fees on overdue charges.

This article takes you through the final setup steps required after all discounts have been added and run through the configuration wizard including discount categories, processing order, and discount sorting rule.

Forced Journals help automate the process flows used to service your customers.

Learn how to enable this functionality in your system and get a quick overview of the functionality provided when enabled

Guidelines for creating a new grant discount catalog item and running it through the configuration wizard

This article provides guidelines for setting start/end dates to meet your expected billing outcomes for: • Creating a new account with services and features. • Adding features to an existing account or service. • Plan changes. • Disconnects.

When Communications emails are sent from an item such as a Ticket, Account or Workflow Communications will thread any replies...

Use this procedure to remove strange characters from Configurable Terms and Conditions that may appear when you copy and paste content from Microsoft Word or Adobe PDF

IDI's Idea Portal lets you share your ideas for making the IDI platform even better.

General Ledger transactions in IDI can easily be exported in a CSV file and loaded into your NetSuite Financials environment

This feature adds the ability to incentivize subscribers by providing a discount when paperless billing is chosen (or apply a charge when subscribers opt out).

Integrated Security simplifies to user logon process and administration of accounts.

Integrating Paymentus and its PCI 3.0 compliant solutions with the IDI platform enhances IDI’s full-web front office experience. Enhancements in the Customer Care and IDI’s self-service portal solution (Customer Portal) let you leverage a Paymentus-supported digital payment experience including processing transactions for Paypal, Venmo, Google Pay, and Apple Pay channels​, and support for Processing/Convenience Fees that are automatically calculated and applied to a payment being made​.

IDI’s Insert and Message Import tool lets you manage invoice billing inserts (logo, message board and\or backer image updates).

Lets you limit the IDI Desktop Client to one open instance of an account at one time

How-to configure external systems to send users directly to specific accounts and destinations in the IDI platform.

This development supports the Federal Communications Commision (FCC) mandate for Survivors of Domestic and Sexual Violence (FCC 23-96), specifically, item 64.6404, Protection of the Privacy of Calls and Text Messages to Covered Hotlines.

The IDI platform Communications module gives your users the ability to send and receive emails right where they are doing...

Guidelines for monitoring discount activity and managing discounts on a customer account

This article describes how to manage credit reports and deposits in Customer Care.

E-Rate is a Federal program that provides schools, libraries, and consortia funding for internet access and related services. Milestone 1 of E-Rate provides the ability to configure E-Rate funding in the Product Catalog, manually log utilization for each Funding Request Number (FRN), and generate the reimbursement (474) file. Milestone 2 will be delivered in a future release and will support the automatic generation of E-Rate utilization and discounts during billing.

This article is intended for sales associates that assemble and submit orders, and service associates that manage customer accounts. Related Articles • Tax Management Overview • Planning and Setup • Auditing Taxes

New Modify Ticket action in Workflow supports closing a ticket or modifying certain ticket properties by responding to an email sent by the ticket

This article provides a quick overview of MSAG and E911 functionality with links to full details on setup and management.

This takes you through the steps to establish MSAG and E911 functionality.

This covers how to upload MSAG files to the CostGuard system, and how to search for and manage (add/modify/delete) individual records.

NetSuite is an IDI partner and a cloud business management enterprise that provides a single, integrated suite for managing accounting, orders, inventory, projects, production, supply chain and warehouse operations. IDI’s NetSuite journal entry integration automates the seamless transfer of general ledger data from IDI’s B/OSS platform into NetSuite as journal entries.

Users with Manage Settings permission in Customer Care can enable/disable expired card notifications

 With this release (AR 7835), the IDI platform can be set up to send a notification when a customer enrolls...

Ability to automatically notify customers when an E-Pay payment is successful, or when an E-Pay payment is not made due to a processing problem using IDI platform Notifications

Provides a summary of new charges for account-level, and both wireline and wireless services. This is to make invoices easier to read, and save readers from having to manually add charges to verify if total the monthly charge is correct.

By using the Order Action of Set Start Date the system can automatically modify the date. Eliminating the need for someone to manually update the start date during the implementation process.

The MANAGE menu in the Orders application provides a new option – Order Field Configuration - for configuring defaults and restrictions for selected Order-related fields (Order Type and Change Reasons) that facilitate initiating orders in Customer Care

The Maximum E-Pay Charge Bypass setting lets you override the global limit by account type. This lets you maintain a smaller limit for residential account types while other account types can have higher limits as needed.

This solution provides a Background File Processor to import XML or CSV files that specify new Shell Products and Packages in the Product Catalog. The new shell products will require additional manual configuration.

This article describes the certified specifications and actions supported for Airspan Mimosa. Provisioning currently supports a subset of the Airspan Mimosa provisioning capabilities.

Specifications and actions for Calix SMx provisioning

This article describes the certified specifications and actions supported for FreeRADIUS. Provisioning currently supports a subset of the FreeRADIUS provisioning capabilities.

This article provides a quick overview of IDI’s provisioning Platform System, with links to related articles and help.

MobiTV specifications and actions

Provisioning providers supported in the IDI platform