CAPRICORN BROADCAST - JUNE 2021

CAPRICORN BROADCAST - JUNE 2021

REQUIRES ACCESS TO ZENDESK AND PINNACLE


Open the broadcast email ticket



And then view the original email so it’s easier



We are only going to check STOP and UPDATE for our existing customers


In Pinnacle, go to ACCOUNTING - CUSTOMER SCREEN or simply press F3


 Search for the CAPRICORN NUMBER, make sure to SHOW HIDDEN ENTRIES and click on COMPLEX SEARCH . 

If there’s no result, proceed to the next customer.


If the customer is under STOP CREDIT, click on EDIT and add below text format in the note


CAPRICORN HAS PLACED THE CUSTOMER ON STOP CREDIT AS OF (DATE OF BROADCAST) CC OR EFT PAYMENTS ONLY


Then add CHK at the end of the customer name and tick on HOLD



Then SAVE


If the customer is under STOP CREDIT - CLOSED ACCOUNTS, then we have to hide the customers account for it to be not used again

Add note STOP CREDIT AS OF (DATE OF BROADCAST) SELL ON A COD ACCOUNT FOR CC OR EFT PAYMENTS ONLY


Search for the ones under UPDATES and EDIT details in Pinnacle as necessary


Once done with the list, add note in the ticket as DONE and submit as SOLVED


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