AIS Flashcards
Customer Status Bar
Is displayed on each inquiry screen on top
Customer Status Bar contains 14 items
Customer name
SFPP account number
Office
Account of record
Status
Due Date
Total install
Last amount billed
Billing mode
Last noticed sent
Total amount due
Total acct balance
Account search
Help center
The bulletin displays,
important messages regarding an account and should be on one of the first thing you review on the account
What messages can be displayed on the bulletin board?
Bill Review/ Bill Pending
payment Review/ Payment Pending
Payment reversal pending
Return payment applied
Revised bill request
Unapplied payment present
REC MO resubmitted in progress
Date of most rent note
Agt remarks in queue
Open work items exist
Bill Review/ Bill Pending
indicates there is a bill in queue that must be manually processed by a rep. Bill Pending indicates the bill in queue was manually processed by a rep today.
Payment Review and Payment Pending
Payment Review: there is a payment in queue that must be manually processed by a rep.
Payment Pending: the payment in queue was manually processed by a rep today.
What does payment reversal pending mean?
Indicates a payment reversal was processed today.
Return payment applied
Indicates a returned payment was applied to the account today.
Revised bill request
Indicates a rep has requested a revised bill today.
Unapplied payment present
Indicates there is a payment that has not processed on the account.
REC MO resubmitted in progress
Displays when a recurring payment was resubmitted due to a returned check.
Date of most rent note
Displays the MM/DD/YYYY of the most recent common note entered on the account.
Agt remarks in queue
Indicates a remark from the agent is coming.
Open work items exist
There is a work item that has not been processed. Selecting on the hyperlink will open WLM to show all open work items on the account.
Combine hyperlink
initiates the combine process when one or more policies are being moved from an existing SFPP account to another existing SFPP account. Although typically done within the same region, the Combine does work outside the region as well.
