Check what you learned: Customer Management

Seven questions. Pick the best answer for each, then click Check my answers at the bottom. Nothing is saved; you can take it as many times as you like.

1. A customer is on the phone and you need her account. Where do you start?

Customer Management, then SearchCustomer Management, then New CustomerBilling & Payments, then Bills

2. A renter leaves Friday and a new family moves in Saturday. Which page?

Move Out / Move InNew CustomerMerge Duplicates

3. You promised to call a customer back on Friday. What keeps that from slipping?

Set Reminder on the Quick Actions cardA sticky note on the monitorAdd the customer to a segment

4. A daughter pays her mother's bill and wants it sent to her. Where does she go on the account?

Alternate Billing Contacts, then + Add ContactEdit at the top of the page, change the nameNew Customer

5. A customer asks for the bill by email and no paper. Where is that set?

Bill Settings tab, Edit, Delivery MethodCustomer Messaging, Send MessageSegmentation

6. You want a list of everyone who owes more than 100 dollars that stays up to date on its own. What do you make?

A segment under SegmentationA contact group under Customer MessagingA note on each account

7. Mary Smith is in Utilops twice. Before you click Confirm Merge, what must you do?

Type the second account's number in the blue boxDelete the second accountSend Mary an email