Cornerstone Cases and emails General
100
What is when back credit for Cornerstone support is needed
When approval is needed from Todd Dubberke
100
What is when sending any email.
When you would add SAP to email subject line
100
What is when its not in a doc.
When to use Ask RC/BST Teams chat
200
What is when you get a request to cancel Cornerstone support
When to send customer ICS Support Cancellation Customer Form
200
What is Your own FROM email address
When contacting internal teams by email use this
200
What is an update needed in a document.
Use Document Update Request option on BST Home page when this is found
300
What is when CS Support calls to confirm if they have support.
When to use IW75 to confirm support is active
300
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
300
What is when cancelling WebPACS
When to submit WebPACS- cancellation save request and Cancel Billing forms.
400
What is when sending CS Cancellation for to Customer.
Attach unsigned Cornerstone Support cancellation form to case when doing this
400
What is taking a partial payment
Add this to synopsis 1250.00 VISA Dec and Partial Jan when
400
What is when customer wants emailed statements only
For this statement delivery request, Billtrust delivery method is set to an email address.
500
What is a request to cancel Cornerstone monthly subscription
Send customer ICS Support Subscription Cancellation Customer Form when you receive this
500
What is when corresponding with internal partners (VDCs, AR, etc)
When you would add internal Inquiry activity added to case
500
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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