Setup Overview

The following setup may be required.

Via MANAGE menu in the Applications tray:

• Customer Care settings for CPNI, E-Pay, Invoices, Installment Plans, Forced Journals, Summary view setup, Payments and Adjustments and more

• Service Addresses

• Shared Settings - These are settings common to Customer Care and other Web Modules (e.g. Tickets)

• Rules for Fields on Add/Edit Customer Form

• Customizing the Usage Details View

• Customizing the Billing Order Details View

• Configuring Quicklinks

• Configuring Sales Associates

• Managing Directory Listings

• Customer Portal Administration

• Paymentus Integration

Setup Outside Customer Care

• Email integration

• Workflow integration

• Culture Support

• Restricting Access to Sensitive Data (Internal CPNI, Communications)