Customer Service Settings

How do I get here? Setup / Company Settings / Bases / Click Select link for base
Purpose

This section is used to define all of the customer service information is located.

Fields include:

  • Customer Service Number
  • Customer Service Fax
  • Customer Service Line 1
  • Customer Service Line 2
  • Customer Service Line 3
  • Customer Service City
  • Customer Service State
  • Customer Service ZipCode
  • Customer Service Hours
Security

Maintenance Module
Taxing Impact N/A
Commission Impact N/A
Data Field Definitions View Here

Data Field Definitions

Field Description Notes
Customer Service Number

The main phone number that customers on this base should use to contact customer service

NOTE: This field is required.

Locations used:

  • Customer Portal - Contact Us – Call Customer Service at
  • LOA and Check Rates pages
  • Used in default email billing message only if email billing is not defined
  • Invoice – First page
  • Footer
  
Customer Service Fax

The fax number that customers on this base should use to contact customer service.

NOTE: Currently not in use.

  
Customer Service Line 1

Customer name and title that appears on the invoice and customer portal

  
Customer Service Line 2 Address line 1 that appears on the invoice and customer portal  
Customer Service Line 3 Address line 3 that appears on the invoice and customer portal  
Customer Service City City where the customers on this base will mail account changes  
Customer Service State State where the customers on this base will mail account changes  
Customer Service ZipCode

The address to which customers on this base will mail account changes.

Locations used:

  • Customer Portal – Contact Us – Mail Account Changes to
 
Customer Service Hours The amount of hours the customer service team logged for that specific customer on this base