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Aha! – Account Contact Phone Number Format Change

PostedDecember 5, 2023
UpdatedDecember 5, 2023

The Number/Address field has been updated in the Account Contact screen to display the parenthesis and hyphens for phone numbers. This number format change will help the user to read and identify phone numbers with ease. The phone numbers in the “Account” Grid Report were also changed and the report will now show when an email is a Principal or a non-Principal email.

Service Order | Account Tier | Account Contact: The Phone numbers in the Account Contact grid will display with a parenthesis and hyphen when the Type selected is “Phone.” Previously phone numbers were displayed as 3195551111 and will now be (319)555-1111.

Reports Suite | Grid Report | Account: A checkbox for “Non-Prncipal Email” was added as a selection to the account Grid report.  The existing checkbox labeled “Email” was changed to “Principal Email.”  The Phone Number in the Account grid report will be displayed with a parenthesis and hyphen.  The new selection option “Non-Principal Email” was added to the report’s grid results and displays those email types that are not checked as “Principal” in Account Contacts.  The “Email” selection was updated to “Principal Email” and displays those email types checked “Principal” in the report results.                             

Table of Contents

 

Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.