How_do_I_select_the_services_to_add_to_new_customers_

How do I select the services to add to new customers?

You can set up a service so it is automatically added to a new customer. The service will show up on the Billing Services tab in the Setup New Customers form. As you set up a new customer, you can add a default service by selecting the checkbox next to a service or remove a default service by clearing the checkbox.


Setting up the default services for a new customer

1. Open Connect Utility Management > Organization > Services.

You'll find the Add to New Customers checkbox on the Service tab in the section titled New Customer Options.

2. Click to select the checkbox titled Add to New Customer.

When you set up a new customer, Connect will add this service to the customer's list of billing services.

Updated 14Nov2017

Setting up the default services for a new customer

1. Open Connect Utility Management > Organization > Services.

You'll find the Add to New Customers checkbox on the Service 1 tab.

2. Click to select the checkbox titled Add to New Customer.

When you set up a new customer, Connect will add this service to the customer's list of billing services.

Published 09Oct2017

 

 

 

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