CX\Users
Search for the customer and click on the 'Contact Details' button.
Note - this should only be completed it authorised - do not do this for custom...
Tue, 25 Jan, 2022 11:11
How to find a contact that has been ended
Advanced search
Search by: Contact
Search for: Contact
Type in criteria e.g. customer surname an...
Tue, 25 Jan, 2022 11:13
Removing an occupant from a contact group
If a customer has left a household they can be removed from the contact group. The customer should not be e...
Tue, 25 Jan, 2022 11:16
Refer to page 83 of the extracare/L&D start/end tenancy guide
Copy attached
Tue, 25 Jan, 2022 11:32
Asset not displaying against the contact
Check in the contact, under addresses that the property is ticked as display in search. If current address s...
Tue, 25 Jan, 2022 11:42
Can't Save a Communication
Ensure communication type is always set to "General Communications" and select a "Communication S...
Tue, 25 Jan, 2022 11:45
How to Guide to enable CX.
Click on new file in Word > Navigate to more…> Options > below window will open > Add-ins
Click on go:
...
Wed, 30 Aug, 2023 14:40