Automatic Notes on Account
Account notes are automatically generated any time a modification is made to the account: phone number change, last name change, billing address change. It would also be beneficial to have an automatic note if a notification has been given, such as any IVR/text notifications for delinquencies and shut offs.
3
votes
Sara Vender
shared this idea
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Sarah
commented
I found you can find this information by going on the customers account and clicking on "history tab" then on the "filter by" drop-down select "AMS history" and it will show history of all IVR notifications that went to that customer and the phone number it called etc..