Managing Customers and Locations

Question 1

Tasks created using task management can be linked to all of the following EXCEPT which one?
A. customers
B. projects
C. jobs
D. locations

Answer 1

D. locations

Question 2

Task management allows employees to be assigned tasks to complete. Which employees can be assigned a task?
A. only CSR’s, dispatcher and accounting role users
B. office users only
C. Any user that is setup in St
D. Technicians only

Answer 2

B. only office users

Question 3

When a location is vacant and you do not know the new/current owner, it is best to deactivate it and create a new location if someone calls from that location in the future. True or False?

Answer 3

False

Question 4

You’ve noticed that the same location has been added to your system twice, each with their own customer record and job history. You try to merge the two locations records, but cannot. What might be the reason?
A. In order to merge locations, they must first both be moved under the same customer
B. Locations cannot be merged unless their address detail is exactly the same
C. locations cannot be merged if they have history

Answer 4

A. In order to merge locations, they must first both be moved under the same customer

Question 5

Using task management, you can create tasks and subtasks linked to jobs, projects, customers and locations. True or false?

Answer 5

false

Question 6

When adding a primary payment method to a customer, why must you select a business unit?
A. there is no impact, it’s just there
B. to ensure the correct department gets the revenue when work is done
C. the business unit identifies the payment processor to be used for the stored payment info.

Answer 6

C. the business unit identifies the payment processor to be used for the stored payment info.

Question 7

If a customer record is marked as “non-taxable” this indicates they are tax exempt. All of the locations associated with the customer will be marked as non-taxable as well. You can however manually modify any of the individual locations taxable status. True or false?

Answer 7

false

Question 8

When printing a statement from the customers records which of the following options are available to you?
A. To include zero balance invoices
B. to select only items that are over 90 days past due
C. to exclude (ignore) deposits from appearing on a statemnt
D. to decide which logo appears at the top of the statement

Answer 8

A. To include zero balance invoices
C. To exclude (ignore) deposits from appearing on the statement

Question 9

Your company is consistent in adding equipment records to locations and selecting the equipment when a repair or maintenance is performed on it. When equipment you have recorded at a location is replaced by your company, how should update the equipment record?
A. Add a tag to the equipment indicating that it’s repalced
B. change the status of the equipment to be “replaced”
C. update the existing piece of equipment with the new equipment information
D. Remove the piece of equipment form the locations

Answer 9

B. Change the status to “replaced”

Question 10

When you print a statement from a customer recoreds, you have an options to “include zero balance invoices”. When selected, the printed statement will include any invoices with an outstanding balance, as well as invoice from the last 60 days that have a zero balance along with their associated payments. True or false?

Answer 10

False

Question 11

Which of the following is NOT a task management related permission?
A. close subtask
B. reopen closed tasks
C. create a task
D. close tasks

Answer 11

C. create a tasl