MBS HOW TO: MBS 3.74 ENHANCEMENTS AND CUSTOMER COMMUNICATIONS Bonnie Faulkner & Terri Hunt.

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Presentation transcript:

MBS HOW TO: MBS 3.74 ENHANCEMENTS AND CUSTOMER COMMUNICATIONS Bonnie Faulkner & Terri Hunt

Customer Care: Usage Translation tab has replaced the Calling Card tab Accept payment from ribbon – auto populates the phone number and address if listed in contact info View Prorates screen changed NEW IN www.cdg.ws

Configuration: Treatment plan changes New task to send late notice using System Message Template and Category: Same process used for Customer Communications New option (config opt #196) to calculate exit balance from treatment different than the entry balance Change write off process to default to W/O Payment code – Company Payment code Company Equipment Load Profile – to assist in loading company equipment in mass using a csv file. NEW IN www.cdg.ws

Utilities: Company Equipment Load: To load csv files into Company Equipment Master screen Company Treatment Batch: New task for of late notices NEW IN www.cdg.ws

Trouble/Task Management : Mobile link: The link for cell phone users is the company subdomain for accessing E-Care. Online companies that have E- Care will see the subdomain listed on the Company Configuration Options screen (config opt # 220). Example – Link for ITS – users can save this link on their phones to get to Trouble or Task Management tasks assigned to them: NEW IN www.cdg.ws

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