Using Tags

• Tags can be configured to act as behavioral exceptions for billing, account search, and routing. 
  
• Tags are used to flag customer accounts using highly customizable applications to create alerts or reminders to check on an account as well as account organization.
  

Adding a Tag to an Customer Account 

A new Tag screen will populate.

Select the correct Tag Type from the dropdown list. This list can be customized by creating Tag Types. 

If desired, add a Message to the tag. The Message will appear as a tooltip when the user hovers over the Tag, and as text on the Tags pane. The Message will be unique to the account that the tag is being attached to. Some Tag Types may be configured to require a Message.

If the Tag Type has 'Can Set Service Address' or 'Require Service Address' checked, then the Address input field will populate when creating the Tag.

If the Tag Type has 'Can Expire' checked, the Expiration input field will populate. When the Tag reaches its Expiration date, whichever behaviors the Tag sets for the customer will also expire along with the Tag.

Select 'Add' once complete and the new Tag will appear under the Upcoming Charges section.

Creating or Editing Tag Types

System Tools > Database Setup > Customer & Billing Data > Tag Types

Advanced Features:

• Tag Color - assigns color coding that can help distinguish configured behaviors (I.e., Yellow for reminders, Red for financial behavior, etc.)
  
• Require Message - require the creator of the tag to put in a message at the time the tag is created. This text will display in the Tags pane and as a tooltip on the Customer record.
  
• Can Expire - allows users to enter an end date on the tag, at which point the tag will expire and no longer affect the Customer. Expired tags still appear for records but are crossed out.
  
• Can Set Service Address - applies to a specific address rather than the entire account. Using this tag type populates an 'Address' field in the 'Add Tag' menu during creation. 
  
• Requires Service Address - requires 'Can Set Service Address' to be checked first and forces the tag creator to assign a service address.
  

Tag Effects

• Prevent Disconnection - This particular tag will show up on the DNP processing screen. As an example, a customer may call in to make a future payment on a delinquent account and this tag can be used as an alert not to disconnect this customer.
  
• Prevent Finance Charges - withholds finance charges for a specified account or service address. This is useful for customers with exemption status, such as special contracts or relationships.
  
• Prevent Delinquency - withholds delinquency assignment and reporting for a specified account. There may be unique circumstances where an account may/must have overdue balances but want to be excluded from any delinquency reporting or delinquent assignment.
  
• Flag Payments - flag payments for additional review in cases with problematic customers or an account which needs more care in processing. This is useful to flag customers that frequently have payment processing errors or bounced checks.
  
• Flag Addresses - flag problematic addresses for additional review. This is helpful to prevent service addresses that have nonpayment, delinquency, or other disciplinary issues from being duplicated to circumvent disciplinary action.
  
• Require Payment Ref# -  if an account has this tag type applied, any payments made in the transactions menu will require an assigned reference number to be entered before payment if finalized.  This is useful for customers that require or request detailed records for their transactions.
  
• Display on Route - enables a specified account or service address to be displayed on any applicable route list.
  

Search for Tags

• Can be used as a filter on a report.