Standardizing En User Workflow with Billing Activities

Question 1

True or False: Billing activities can have default values configured for their actions

Answer 1

True

Question 2

True or False: You can lock an individual action within an activity to prevent the end user from changing the configuration.

Answer 2

True

Question 3

For productivity reporting, you want to give more weight or importance to an activity. What item can you have configured to this ? Chose only ONE answer
A- Synonym
B- Can result in a payment?
C- Allowed security classes
D-Activity Score

Answer 3

D- Activity Score

Question 4

Your collections users are able to use an activity and you want to grant your customer service users access to the same activity. What can you configure to do this? Chose only ONE answer.
A- Synonym
B-Can result in a payment
C- Allowed security classes
D-Activity Score

Answer 4

C-Allowed security classes

Question 5

Why should you not lock the note portion of a billing activity? Chose only ONE answer.
A-Because if the note is locked, no other actions can be performed at the same time
B- Because if the note is locked, staff will not be able to add any text to the standard text the note begins with
C-Because if the note is locked, Smartlinks in it won’t work
D-Because if the note is locked, it won’t appear on productivity reports

Answer 5

B- Because if the note is locked, staff will not be able to add any text to the standard text the note begins with.