support  |  log in
learning center  >  SUBSCRIBERS  >  General Subscriber Information  >  Subscriber Accounts

Learning Center

Subscriber Accounts

Subsciber Accounts

Before you can associate any equipment or services to subscriber, you must associate an account number.  This allows cairs.net to bill for any charges incurred by the subscriber. 

Adding an Existing Account to a Subscriber

1.       From the main menu, click Subscribers.  Within the Navigation pane, click Subscribers again.

2.       There are two ways to access an existing user:

·         To view a complete list of Subscribers, click Show All in the upper right hand corner next to the search box.  A subscribers list populates.

·         To quickly find a specific user, use the search box in the top right hand corner.  Type the subscriber name and click the magnifying glass in the right corner.

3.       Double click the desired subscriber.

4.       The Subscriber window opens.

5.       Within the Component Group, click the Account button to access a drop-down list.  From the list, select List.

6.       A list of available account numbers opens within another window.  To view the complete list, click Show All at the top of the window. 

7.       To search for an account number, start by typing the number or portion of the number within the text box in the upper right hand corner of the screen.  A new list displays with the search parameter highlighted.  To return to the full list of account numbers after a search is complete, click the red X within the search parameters box.

8.       Double click the number to add the account to the subscriber.  The accounts window closes and returns you to the Subscriber window. 

9.       Once the account number is selected, the Account Type fields populate with the appropriate information.  To view account information, click the Account button in the Component Group.

10.   Within the Actions ribbon group, click Save (to save and stay) to continue modifying information for the subscriber, or click Save & Close (to save and exit) to return to the Subscriber list.

 Top of Page

Creating a New Account for a Subscriber

1.     Click Subscribers.

2.     Within the Navigation pane, click Subscribers.

3.     Depending on the amount of records you have within your database, the Subscriber list may not readily populate. To populate the list, perform one of the following actions:

4.     Within the search box, type any portion of the record and then click the magnifying glass.

5.     Click the Show All button.

6.     Once the list populates, double-click the desired subscriber. The Subscriber’s window opens.

7.     Within the Component Group ribbon group, click the Account button to access a drop-down list. From the list, select New.

8.     The General – Account window opens (if you have automatic numbering turned on then the name of the window is Automatic By Setting – Accounts). There are four information panes. Within the Account pane, complete the following fields (required fields are marked within an asterisk (*)):

·         Account Number* – type the account number; this field can contain numbers, letters and/or symbols.

·         Mailing Address – click the field to access a drop-down list and from the list select the mailing address of where to send the bills.

·         Category – another way to group accounts together. Within Accounts is a Manage Account Category that populates the drop-down list.

·         Call Charges – click the box to insert a checkmark to indicate the account is responsible for all charges incurred from calls.

·         One Time Charges – click the box to insert a checkmark to indicate the account is responsible for all one-time equipment and service charges.

·         Recurring Charges – click the box to insert a checkmark to indicate the account is responsible for all recurring equipment and service charges.

! Within various parts of the software, when the Account Number drop-down arrow is selected, the Recurring Charges, Call Charges, and One Time Charges columns display to the right of the Account Number and Type.

·         Account Type* – this field auto-populates with Unofficial indicating you are creating an unofficial account.

·         Mission Funded – click the box to insert a checkmark to indicate the charges associated with the account are mission funded.

·         Mail Delivery Preference* – click the field to access a drop-down list and from the list select whether the contact receives the entire bill, notification only or nothing by mail.

·         Email Delivery Preference* – click the field to access a drop-down list and from the list select whether the contact receives the entire bill, notification only or nothing by email.

·         User Miscellaneous 1 and 2 – use these field to add any additional comments regarding the account

·         Exclude From Financial Summary – click the box to insert a checkmark indicating that you want to exclude this account number from the Financial Summary. Leave the field blank to include the account number in the summary.

·         Created Date – This field auto-populated with the date you created the account number. The field populates after you save the information. To change the created date, click the field to access a drop-down arrow. Click the arrow to access a calendar. To change the month and year click the right or left arrow. Click the date to select. The new date populates in the box.

9.   Once you have completed the information, within the Actions ribbon group, click Save & Close (to save and exit) to return to the Subscriber window.

! Within the Account window, you do not need to complete the Subscriber information. After you save the account number caris.net associates the subscriber and account. When you access the account again, the subscriber pane populates with the subscriber’s information. 

 Top of Page 

Reviewing Associated Accounts

1.       From the main menu, click Subscribers.  Within the Navigation pane, click Subscribers again.

2.       There are two ways to access an existing user:

·         To view a complete list of Subscribers, click Show All in the upper right hand corner next to the search box.  A Subscribers list populates.

·         To quickly find a specific user, use the search box in the top right hand corner.  Type the name of the subscriber and click the magnifying glass in the right corner.

3.       Double click the desired subscriber.

4.       The Subscriber window opens.

5.       Within the Component group, click the Account button to access a drop-down list.  From the list, select Review.

6.       The General – Account window opens allowing you to review and/or modify the account information.

7.       Within the Actions ribbon group, click the Save & Close button to return to the Subscriber window.

 Top of Page

 

Other Unique Sites

 

Unique.net 

 

Cairs Blog 

 

FTP Site

 

 

                          

 

 

Unique.net Pages

 

Our Products

 

About Us

 

Support

 

Cairs Blog

 

Contact Us

 

Learning Center Pages

 

Learning Center

 

Role-Based Training

 

Training-Courses

Support

 

Contact Us

 

Report a Trouble

 

Request a Feature

 

 

 

© Unique Communication Solutions 2012