Previous Update: Customer Master Version 6 Release 2, Update Letter dated August 2008.

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Dale Payne
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Date: February 2009 From: MACC Marketing Communications Re: Version 6 Release 3 The following enhancements have been made to the Customer Master software application.

1 Date: February 2009 From: MACC Marketing Communications Re: Version 6 Release 3 The following enhancements have been made to the Customer Master software application. Please take the time to look over these changes, which become effective with Version 6, Release 3 of Customer Master. The information provided in this update letter explains functional enhancements in detail. Section 1: Electronic Document Access from Customer Master... 2 Section 2: Service Order... 6 Section 3: Reports... 8 Section 4: Tools Section 5: Write Off Section 6: Equal Access Section 7: Delinquents Section 9: Receivables Section 10: Trouble Section 11: Directory Section 12: Pay Per View Previous Update: Customer Master Version 6 Release 2, Update Letter dated August If you have questions: Please contact MACC software support at , or you may contact your MACC account representative.

Section 1: Electronic Document Access from Customer Master Customer Master users now have the ability to open electronic documents related to an accountholder through CM.

2 Section 1: Electronic Document Access from Customer Master Customer Master users now have the ability to open electronic documents related to an accountholder through CM. This means that Microsoft Word or Excel documents, PDFs, picture files such as JPEGs or GIFs, or any other document stored in an electronic format can be associated with an account and accessed from Customer Master. However, to make this functionality possible, a few basic rules must be observed: To open an electronic file associated with an account, you must have the appropriate software loaded onto your computer. For example, if you wish to open a PDF, you must have the Adobe Acrobat Reader software on your computer. Customer Master is providing a portal to open these documents, but not the actual software required to open them. A single folder must be established within your network to store these documents, and the path to that folder must be established within the Transmission table of CM. To associate an electronic file with an account, you must follow a Company Number / Account Number naming convention for each file type. Transmission Table Once a document storage folder has been established on your network, you create a path to that folder through the Documents tab of the Transmission table. When you point to Preferences on the File menu and select Transmission, the Transmission window appears. An example of this window appears below. To establish a path to the electronic document, click the ellipsis button to the right of the Electronic Docs Directory field. When you click this button, the Electronic Documents Directory window opens. An example of this window appears below. 2

3 Use the Directory and Drive fields to navigate to the folder you re using to store electronic documents, and then click the OK button. The path is displayed in the New Path Name field of the Electronic Documents Directory window, as well as the Electronic Docs Directory field of the Transmission window. Post this information when you ve finished. Naming Electronic Documents Once you ve established a folder for document storage and established a path to that folder from Customer Master, you can begin to place documents into that folder. However, these fields are tied to accounts by the way they re named. You must follow this naming convention to attach documents to an account: Four Digit Zero Padded Company Number Account Number File Name.file extension. (Dashes are placed between the company number and account number, and the account number and file name.) For example, if your company number is 999 and you re storing a Microsoft Word file called Test Word File for account number 999, the file would need to be saved as Test Word File.doc. By following this naming convention, electronic documents can be attached to accounts and accessed via Customer Master. Accessing Electronic Documents Electronic documents are accessed through the Inquiry window of Customer Master. An example of this window appears below. 3

Once an account is accessed and highlighted in the tree view of the Inquiry window, you can open the Electronic Documents window by clicking the Electronic

4 Once an account is accessed and highlighted in the tree view of the Inquiry window, you can open the Electronic Documents window by clicking the Electronic Documents button on the right side of the Inquiry window. When you click this button, the Electronic Documents window is opened. An example of this window appears below. 4

Any electronic documents matching 1) the number of the company you re currently working with in CM; and 2) the account number of the accountholder you highlighted in Inquiry will be listed within

5 Any electronic documents matching 1) the number of the company you re currently working with in CM; and 2) the account number of the accountholder you highlighted in Inquiry will be listed within this window. You can open these documents from this window, but please remember that to open a file, you first must have the proper software loaded on your computer. You can also sort the list by clicking on the column headers (File Name, Last Modified, File Type and Size) in the window. The buttons on the toolbar of the Electronic Documents window allow for the following functionality: Open Selected File. Opens the selected file using the associated default Windows program. If Windows does not have an associated default program, the Windows Open With dialog appears and allows you to choose a program to open the selected file. Refresh. Reloads the account information and matching files in the List View / Grid. Explore Electronic Documents Folder. Opens Windows Explorer to the path where all Electronic Documents are stored. Views. Drops down a menu of view options: o Details. Reloads matching files in a grid view with four columns: File Name, Last Modified, File Type, and Size. The grid can be sorted by clicking the column header. o List. Reloads matching files in a list view with no columns. This view is sorted in ascending order by File Name. o Icons. Reloads matching files in a large icon view with no columns. This view is sorted in ascending order by File Name. o Full File Names. This option toggles displaying / suppressing the company number and account number in the file name. This option can be toggled in conjunction with any of the three view types mentioned above. 5

The columns of the monitor can be rearranged by dragging the column headers to a new spot in the grid. 3.

6 Section 2: Service Order Service Order Monitor The Service Order Monitor has a host of new enhancements in CM 6.3. When you point to Service Order on the Maintenance menu and select Monitor, the Service Order Monitor appears. An example of this window appears below. 1. This window can now be re sized. 2. The columns of the monitor can be rearranged by dragging the column headers to a new spot in the grid. 3. Single values can be selected for each column by clicking on the arrow in the column head and selecting a value from the drop down menu that appears. You can list all values in a column by selecting All from the menu, or create a custom filter by selecting Custom and entering values in the Custom Filter window that appears. 4. You can edit, complete, apply, cancel and/or print service orders from this window simply by highlighting the order in the SO Monitor grid, and then either choosing an option from the Action menu, or right clicking on the order and selecting an option from the menu that appears. You do not have to open an order from this window to complete these options. 5. You can alter the order view in the grid (Pending and Completed, Pending, Completed or Locked) by selecting a new view option from the View menu. 6. You can alter the refresh rate of the monitor through the Monitor Options window. When you point to Tools on the SO Monitor toolbar and select Options, the Monitor Options window appears. An example of this window appears below. 6

7 The default refresh rate of 60 seconds appears in the Refresh Every field of this window. (60 seconds is the smallest value that can be assigned.) To change the refresh rate, first place a check in the Minutes checkbox, which activates the Refresh Every field, and then enter a new value in this field. To launch the SO Monitor at the startup of Customer Master, place a check in the Launch Service Order Monitor at Startup checkbox. 7

8 Section 3: Reports Accounts Master Listing Report This report has been altered to only display Customer tiers if 1) Bus / Res filtering is used; and 2) the Customer tier option selected. In addition, a new account status of Permanent Disconnect has been added to this report. This report also has new filtering by bill cycle, which will be covered in the Bill Cycle Filtering on Selected Reports section of this update letter. An example of the Accounts Master Listing Options window with the report criteria in question highlighted appears below. Bill Cycle Filtering on Selected Reports A number of Customer Master s standard reports have been enhanced with bill cycle filtering, allowing you to view report results by a selected bill cycle. The reports included in this enhancement are the Aged Trial Balance Report, the Service Order Listing Report, the Service Order Activity Report, the Credit Attributes Report, the Advertising Report, the Accounts Master Listing Report, and the Cable TV Report. Examples of these reports appear below: 8

9 Aged Trial Balance Report 9

10 Service Order Listing Report 10

11 Service Order Activity Report 11

12 Credit Attributes Report 12

13 Advertising Report 13

14 Account Master Listing Report 14

Cable TV Report With the upgrade to each report, the All Bill Cycles radio button is selected by default, and when this button is selected, all bill cycles appear on the report.

15 Cable TV Report With the upgrade to each report, the All Bill Cycles radio button is selected by default, and when this button is selected, all bill cycles appear on the report. However, you have the ability to view report results for a single bill cycle by selecting that cycle from the One Bill Cycle drop down field. Pay Per View Created OCCs Report When you point to Pay Per View on the Reports tree view and select PPV Created OCCs, the Pay Per View Created OCCs window appears. An example of this window appears below. 15

This report now contains an OCC Billing Options group box, providing you with the following options: 1. Bill Cycle. Select a bill cycle from this required field. 2. OCCs Not Billed.

16 This report now contains an OCC Billing Options group box, providing you with the following options: 1. Bill Cycle. Select a bill cycle from this required field. 2. OCCs Not Billed. To view only those OCCs that have yet to be billed, select this radio button. 3. OCCs Billed. To view only those OCCs that have been billed, select this radio button. 4. Bill Date. To view OCCs billed on a specific bill date, select that date from this drop down field. (NOTE: this field is active only when the OCCs Billed radio button is selected.) Finally, a generated Pay Per View Created OCCs Report now contains columns for Network Number, Service Type, Channel and Credit Limit. Yearly Credit History Report The page number format of this report has been changed to Page 1 of 2, Page 2 of 2 instead of a lone number at the bottom of each page of a generated report. 16

Section 4: Tools Returned Payments The separate Post button has been removed from the Returned Payments tab of the Options window. An example of this window appears below.

17 Section 4: Tools Returned Payments The separate Post button has been removed from the Returned Payments tab of the Options window. An example of this window appears below. To post changes to this window, use the main Post button of the Options window. Customer Master Login The Customer Master login screen has a new option accessed via a new ellipsis button that allows you to add new database aliases and connections. However, we ask that you contact your MACC software support representative before performing this task. 17

Toll Code Mass Insert / Delete When performing a mass insert or delete of toll codes, you no longer have to select a separate effective date for values when using a toll code with values.

18 Toll Code Mass Insert / Delete When performing a mass insert or delete of toll codes, you no longer have to select a separate effective date for values when using a toll code with values. The effective date for the values will be the same as the effective date for the toll code. In addition, the toll code's effective date is now available as a display field on the Values screen. 18

Section 5: Write Off In Collections Checkbox The In Collections checkbox of the Write Off window is no longer editable via the Write Off window. An example of this window appears below.

19 Section 5: Write Off In Collections Checkbox The In Collections checkbox of the Write Off window is no longer editable via the Write Off window. An example of this window appears below. To alter the in collections status for an accountholder, please use the In Collections checkbox located on the Credit screen of Service Order. The In Collections checkbox on the Write Off window will now simply display the in collections status established via the Credit screen. 19

20 Section 6: Equal Access Equal Access Inquiry Minor changes were made to the Equal Access Inquiry window of Customer Master: once a search has been executed and you want change the search criteria, you now must click the Clear button and start the search over. In addition, the Carrier Type fields are now disabled once the search is executed, and you must clear search results to reactivate these fields. 20

21 Section 7: Delinquents New Ohio Form Type A new delinquent form type titled Ohio Custom 1 is now available for selection as an individual setup from the Delinquent Setup Wizard of Customer Master. While the final notice layouts for the new Ohio Custom 1 and existing Ohio form types are identical, the difference between the two form types lies in the printed reminder notice: when using the Ohio Custom 1 form type, you will be provided with the opportunity to enter an extension date before printing. Consequently, this extension date will print on the reminder notice. 21

22 Section 9: Receivables Accepting Multiple e Bill Payment Batches into Customer Master Prior to the release of CM 6.3, Customer Master users could only accept a single e Bill payment batch per day into the product. However, with a change to the way these payment batches are named, multiple e Bill payment batches can now be accepted into CM on a daily basis. Previously, payment batches were named in an EB (e Bill designation), YYYY (four place year), MM (two place month), DD (two place day) format. Beginning with CM 6.3, payment batches are named in an EB (e Bill designation), YY (twoplace year), MM (two place month), DD (two place day), ## (incremental batch number) format. This new file naming format will be evident when you process payment batches via the Check / Process e Bill tool of Customer Master. 22

Section 10: Trouble Trouble Ticket Search Trouble ticket searching functionality has been enhanced in several ways, the first of which being the new title of the search tool: Trouble Ticket Search.

23 Section 10: Trouble Trouble Ticket Search Trouble ticket searching functionality has been enhanced in several ways, the first of which being the new title of the search tool: Trouble Ticket Search. Second is the look of the Trouble Ticket Search window, as is shown in the example below: Until the release of CM 6.3, a grid containing trouble tickets automatically appeared when the Trouble Ticket Search window was opened. Now like all other search tools in CM the grid does not appear until a search is initiated. Third, All is now the default setting for the Search Options and Network Type group boxes. Fourth, you can now display all trouble tickets based upon the selected search criteria by clicking the All Trouble Tickets button on the Trouble Ticket Search window s toolbar. Fifth, the Name field has been renamed Account Name. Finally, the trouble shortcut on the CM toolbar has been renamed Trouble Ticket Search, while the Trouble entry on the Packages menu has been renamed Search. 23

Section 11: Directory Verizon Directory Assistance The Verizon directory assistance format is now available for selection on the Directory Assistance File Creation window of Customer Master.

24 Section 11: Directory Verizon Directory Assistance The Verizon directory assistance format is now available for selection on the Directory Assistance File Creation window of Customer Master. An example of this window appears below. Dex Directory The Dex directory format is now available for selection on the Directory File Creation window of Customer Master. An example of this window appears below. 24

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Section 12: Pay Per View PPV File Upload You now have the ability to view duplicate entries within a pay per view file during an upload of the file into Customer Master.

26 Section 12: Pay Per View PPV File Upload You now have the ability to view duplicate entries within a pay per view file during an upload of the file into Customer Master. PPV files are uploaded into CM via the Pay Per View / Video On Demand File Upload tool. An example of this window appears below. Please note that OCC Date is now a required field on the PPV / VOD File Upload window. If, during Step 2 of the File Upload process, duplicate entries are detected in a PPV file, the following dialog box will appear. 26

To view a report of duplicate entries, click the Yes button. To decline, click the No button. While the report is view only, you will not be able to load duplicate entries into CM.

27 To view a report of duplicate entries, click the Yes button. To decline, click the No button. While the report is view only, you will not be able to load duplicate entries into CM. A second dialog box will appear, warning you of this: To continue with the PPV file upload, click the Yes button. The file will be uploaded, but any duplicates found within the file will not. To halt the file upload (giving yourself a chance to fix any duplicate entries), click the No button. 27

ezbusiness Card Management 7/1/2015

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