Action Types by Name
Action Types by Name – Alert 360 (zendesk.com)
Directions: Read each statement and determine if an ACTION should be submitted for the customer’s request by writing YES or NO. If YES, in the ACTION column write the ACTION code.
Is there an ACTION for that?
Y / N
ACTION
EXAMPLE: Customer wants to change from getting a monthly invoice to annually.
Y
CHGFRQ
Customer needs to update their mailing address.
Y
ADDCHG
If told by the authorities that we are calling the wrong jurisdiction and the information needs to be updated.
Y
AGENCY
Customer’s name has been misspelled on their account.
Y
NAMEMS
Customer requesting yard signs.
Y
YARD
Customer requesting magnets or stickers.
Y
STICK
Customer is moving service and needing to update their physical address.
N
Customer is requesting a manual. (emailed)
Y
MANUEM
Customer wants to add a temporary or permanent procedure to their account.
Y
PROCED
Customer needing to update their premise phone number.
N
Customer requesting a permit application.
Y
PERMIT
Customer wanting to remove ACC/ACH.
Y
ACC=ACCRMV
ACH=ACHRMV
Customers that have referred other customer(s) that have active service with CSG-Guardian (Not Wholesale) who wish to receive credit.
Y
REFCRD
Customer requesting confirmation to be sent to them showing their account has been cancelled.
Y
LCCARE
LETTER=CC
Customer requesting a contract copy.
Y
LCCARE
LETTER=CTCOPY
Customer paying to get reports, but he is not receiving them.
Y
REPORTS
Customer calling to provide a permit #
Y
PERMUP
Customer is calling to obtain their permit #
N
Customer has a downloadable system and is requesting the ENTRY/EXIT delay to be changed.
Y
DWNLDS
You need to create a reminder for yourself to check back on this account at a later date.
Y
FOLUP=Follow up
RACCT= Review account
There is no contract scanned on a Wholesale account.
N
Customer needing one invoice emailed to them.
Y
EMAIL
Customer requesting a credit on their account due to service issue.
Y
CRREQ
Customer wanting to add ACC/ACH
Y
ACCREC/ACHREC
Customer wanting to add an extended warranty or other additional services.
Y
ADDSVC
You have added ACC/ACH or any additional service to a customer account.
Y
COMM
Customer wanting to cancel and Customer Care or OCEO is unavailable.
Y
OCEO
Customer requesting a battery or DSL filter be sent to them.
Y
BATDSL