IDI version 26.8 is now available.  Click here for details: IDI Updates.

Press CTRL+K to open search

Customer Management Wizards

  • Published on Aug 10, 2026
Prev Next

Add Feature(s) Wizard (customer-level)

Add Feature(s) Wizard (service-level)

Add Service(s) and Feature(s) Wizard

Add Service(s) Wizard

Adding Customer-level Features

Adding Features and Services

Adding Service-level Features

Adding Services

Changing Features

Changing a Service Number

Creating a Change Order

Disconnecting Features

Disconnecting Features and Services

Disconnecting Services

Duplicating Services

Entering Order Information

Moving a Service

New Customer Wizard

New MIN Block Wizard

Reconnecting a Single Feature

Reconnecting Features and Services

Reconnecting Services

Renewing an AdvancePay Service

Performing an Equipment Swap

Performing a Service Refresh

Suspending, Hotlining, Redirecting, and Restoring Services

See also:

Discounts

Collections Agency File Export

Collections Letter File Export

Product Management - Configuring Discount Procedures

Related articles
  • Add Service(s) and Feature(s) Wizard
    Knowledge Articles > Desktop Client User Guide > Customer Management > Managing Catalog Items on an Account > Adding Features and Services > Add Service(s) and Feature(s) Wizard
  • Add Feature(s) Wizard (service-level)
    Knowledge Articles > Desktop Client User Guide > Customer Management > Managing Catalog Items on an Account > Adding Features and Services
  • Changing Features Wizard
    Knowledge Articles > Desktop Client User Guide > Customer Management > Managing Catalog Items on an Account

© 2026 IDI Billing Solutions. All Rights Reserved.