Cornerstone | Cases and emails | General |
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What is when back credit for Cornerstone support is needed
When approval is needed from Todd Dubberke
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What is when sending any email.
When you would add SAP to email subject line
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What is when its not in a doc.
When to use Ask RC/BST Teams chat
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What is when you get a request to cancel Cornerstone support
When to send customer ICS Support Cancellation Customer Form
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What is Your own FROM email address
When contacting internal teams by email use this
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What is an update needed in a document.
Use Document Update Request option on BST Home page when this is found
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What is when CS Support calls to confirm if they have support.
When to use IW75 to confirm support is active
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What is add activity to existing case (Internal inquiry for internal partners and Outbound call for customers)
Do this with your notes when taking a call about an existing case
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What is when cancelling WebPACS
When to submit WebPACS- cancellation save request and Cancel Billing forms.
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What is when sending CS Cancellation for to Customer.
Attach unsigned Cornerstone Support cancellation form to case when doing this
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What is taking a partial payment
Add this to synopsis 1250.00 VISA Dec and Partial Jan when
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What is when customer wants emailed statements only
For this statement delivery request, Billtrust delivery method is set to an email address.
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What is a request to cancel Cornerstone monthly subscription
Send customer ICS Support Subscription Cancellation Customer Form when you receive this
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What is when corresponding with internal partners (VDCs, AR, etc)
When you would add internal Inquiry activity added to case
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What is when customer wants email and mailed statements.
For this statement delivery request, Billtrust delivery is set to PRINT and customer is enrolled in Invoice Gateway
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