Customer Account - General
- Why MVI transactions are not being sent to the utility?
- Pulling usage for accounts for specific date range
- Update service dates to same date for account
- Updating account status to Enrollment Cancelled
- Waiving/Reversing disconnect fee for accounts
- Resolving missed bill window for customers
- Resolving Amount Due in ledger not matching with Balance due for account
- Updating field Rate Code in customer's Billing Information section
- Updating Note for customers
- Adjustment Mapping for Aurea items or GL Account Code
- Why account status changed at Aurea end from Enrollment Accepted to Enrollment Cancelled?
- How To Deactivate a Meter?
- Deleting/Terminating Users
- Fetching Account ID for gas accounts
- Activating Accounts or Sub-Accounts in CSR Portal
- Getting Last Time User Logged In to CSR Portal
- Assigning/Unassigning Permissions to CSR Users
- Inactive User Reactivated
- Applying Credit to Customer Accounts
- Update Sold Date
- Apply 30-day Protection on Customer Accounts
- Credit/Waive Late Fees for Customer Accounts
- Missing Contract Renewal
- Invoice Issues Due to Inadvertent Switch of Addresses
- Updating monthly fee for an account
- Get Email Addresses for Accounts
- Placing a Dunning Hold for a List of Customer Accounts
- Creating a support ticket
- Adding customer account under Master Account
- Updating Email Address/Name/Home Phone in 'enrollcustomer' Table