Basic Information

Account Type

Rating and billing classification for this account. Business accounts are often charged different rates than residential accounts. Select the appropriate Account Type from the drop-down list.

Account Status

Disposition of this account (such as Active, Disconnected, Suspended, etc.). Select the appropriate Account Status from the drop-down list.

Account Number

Subscriber's account number. If you do not enter an account number, the system automatically assigns the next available account number to this subscriber.

Account Manager

Account Manager for this customer can be selected from SaaS security users. When specified, the Account Manager is shown on the Account Summary.

Notes:

• When cloning, the account manager value will be copied.

• Account manager cannot be added to a prospect

Customer Name

First name, middle initial, and last name of the subscriber associated with this account. Click the pencil icon to enable this field

Market

Each subscriber is assigned to a market for purposes such as billing, POS location, General Ledger subcodes, customer region and customized reporting. Select the appropriate market from the drop-down list.

Sales Associate

Identifies the member of the sales staff who is responsible for the sale to this subscriber.

State

Select a State from the drop down menu.

Zone

Zones configured in Admin Console Data management are used to group service numbers by NPANXX. This lets you use the Limit-To functionality for products and pricing plans, provide Zone reports, and manage the implications of NPANXX splits more easily.

Region

Regions may be configured in Admin Console to further define how charges are assigned to customers.

CPNI Opt In

Select/check this check box if the customer has "opted-in," meaning he or she is willing to allow agents to view Customer Proprietary Network Information (CPNI), as defined by the FCC.

Currency

Optional field. Available options are as defined in Admin Console Currency Data Management table

Language

Optional field. Available options are as defined in Admin Console Language Data Management table

Establish date

Enter/select the date the subscriber is scheduled to be active.

This defaults to the current date.

Note

When you assign start and end dates to accounts, services, and features you need to consider the scenario as well as your business practices. Refer to the article on start/end date guidelines in the IDI Knowledge Center for details.

Disable E-Pay Notifications

Defaults to unchecked (notifications enabled). When checked, the account will be omitted from IDI platform notifications that use the E-Pay Account Notifications or E-Pay Transaction Notifications data sources.

This property is not available for prospects.

Disallow Checks/ACH

This lets you flag accounts with a history of bad check writing. Flagged customer accounts are not allowed to make ACH payments through Desktop Client, Customer Care, and OnlineBill. These customers can only use guaranteed funds for payments (i.e. cash or approved credit card transactions). This can help reduce returned check fees.

The ability to toggle this setting may be restricted by adding the Disallow Checks/ACH setting to the Customer Field Configuration, and then specifying which Groups should be restricted.

Note

Identifying bad check writers is a manual process and establishing criteria is up to individual carriers.

For more on how disallowing ACH payments works see Blocking ACH Payments for Customers in Bad Standing.

Account Locks:

• Prohibit Port Outs

• Prohibit SIM Changes

In accordance with FCC compliance guidelines, this functionality provides the ability to provide an indication on an account in Customer Care that SIM Changes and/or Port Outs are prohibited. New Account Lock settings for SIM Change and Port Out are available when you add or edit an account.

When enabled, a corresponding indicator is displayed on the account summary view.

Note

These settings and corresponding indicators are for information only to warn service representatives not to perform these actions. The actions are not actually blocked.