When you create a new customer, as part of the New Customer Wizard, you need to fill in CPNI compliance information.
If you create a new customer from the Make Sale Wizard, you will see the Edit Customer CPNI tab with this same information.
Ask the customer for the following information and enter it in the appropriate field(s).
Password
Follow the guidelines set by your company (between 1 and 50 characters)
Security Question
Either select one of the default questions from the drop-down list, or, if applicable, enter one that is provided by the customer (in the second Security Question field).
Security Question Answer
Enter the answer here (limited to 80 characters)
Authorized Users
Click the Add button and enter the customer's name and phone number in the CPNI Add Authorized User window and click OK.
To add another authorized user to this account, click Add, enter the name and phone number. Click OK.
To delete an authorized user, highlight the name and click Remove.
Authorized User Password
This is an optional field that you may use if there are additional authorized users whose ID you want to verify. The same password is used for all additional users.
SMS Number
Enter the customer's SMS number.
Does not apply to wireline.
Internal Marketing
This is company specific.
External Marketing
This is company specific.
Click Next to continue.
Once the CPNI compliance information has been saved, it is displayed on the Customer Summary tab.
Editing CPNI on an Existing Customer
To make changes to CPNI compliance for an existing customer:
Access the Edit Customer window by clicking the Edit Customer icon from the customer's account window.
Click the CPNI tab.
Edit fields as needed as described above.
Adding an Authorized User
To add an Authorized User to an account:
Enter a First name and a Last name.
Enter a phone number.
Click OK to save.