UB> Maintenance> Comment Status

Comment Status Maintenance

 

Summary

 

Comments are attached to Utility Billing module customer accounts to track customer communications or customer service issues. Comments can also be used to create alert windows when the UB customer account is opened or a receipt is created in the Cash Receipts module. For example, you can create a delinquent comment code that creates an information window warning users that open the account or receive payments that the account is delinquent.

 

When attaching a comment to a customer account, you must select a comment status. The comment status is used to group and classify comments on reports and add the alert to the UB account. The comment is attached to the UB customer account, not the customer record, so the alert window will only open when the UB customer account is opened or a receipt is generated. The alert windows will not open when the customer record is opened or customer accounts created in other modules are opened.

 

There are two kinds of alerts that can be created by a comment status: account and receipt. An account alert will open when the Account Maintenance window (UB> Maintenance> Account) is opened and will display the information attached to the comment. A receipt alert will open when a receipt is entered on the customer account in CR> Cash Receipts.

 

Comment codes can also be used in conjunction with service requests. The Service Request Input window (UB> Service Requests> Input) allows you to highlight the service requests that are attached to UB customer accounts with a specific comment code on their account. The service request will only be highlighted if a close date has not been added to the comment.

 

After comments have been attached to customer accounts, you can run the Comments by Status Report (UB> Reports> Comments by Status) to view or print a list of comments on customer accounts.

 

Related Links

 

Click here for information on adding a comment to a customer account.

Click here for information on the Comments By Status report.

 

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