Alert Text | Order | Description | Drill Down Transfers You To |
Account alerts | 6 | Appears for each user-defined alert associated with an account. | Account - Alert |
Account has Multiple Premises | 24 | Appears when the account has service agreements whose service points reference multiple premises | Control Central - Account Tree |
Account SA(s) linked to Umbrella Agreement | 41 | Appears when the account has one or more service agreements linked to a non-canceled terms of service record for an umbrella agreement that is in effect on the current date. | Terms of Service - Main |
Active Write Off Process | 10 | Appears when an account has an active write off process. Refer to How Are Write off Processes Cancelled for information describing when a write-off process is deactivated. | Write Off Process |
Appointment Exists | 37 | Appears when a premise has a non-canceled, non-completed field activity that's linked to an appointment . | Appointment |
Auto-Pay Active: auto pay method description | 25 | Appears when the account has an automatic payment option effective on the current date. The auto pay method description (i.e. Direct Debit or Payment Advice ) appears only if payment advice functionality is enabled. Refer to Payment Advices for more information on payment advice functionality. | Account - Auto Pay |
Cash-Only Account | 11a | Appears when the account's cash-only score exceeds the cash-only threshold on the installation record. Refer to How are credit rating transactions created for information describing how a cash-only score is affected by various system and user events. | Account - C & C |
Collection Process Active | 8 | Appears when an account has an active collection process. Refer to How Are Collection Processes Cancelled for information describing when a collection process is deactivated. | Collection Process |
Collection Referral Active | 9 | Appears when the account has active collection agency referrals. | Collection Agency Referral |
Comment Exists On Account | 5 | Appears when a free-form comment has been entered for the account (on Account - Main) | Account |
Credit rating: NNNN | 11b | Appears when the account's credit rating falls below the credit rating threshold on the installation record or the account’s CIS Division. Refer to How are credit rating transactions created for information describing how a customer's credit rating is affected by various system and user events. | Account - C & C |
Field Activity Pending | 19 | Appears when any of the premise's service points have a pending field activity | Field Activity |
Field activity type alert message | 12 | Appears when the premise has a service point with a completed field activity whose type has been marked with an alert message (refer to Field Activity Type) | Field Activity |
Held Order Exists | 32 | Appears when the person has a held order. | Order |
Installation dynamic alerts | 42 | You can install plug-in algorithms on the installation record that will create alerts (if given situations exist). Refer to Count Customer Contacts of a Given Type (CC BY TYPCL) and Count Pay Plans with a Given Status (PP BY STATUS) for examples of such algorithms | Varies by plug-in |
Landlord Exists | 27 | Premise | |
Last Contact: days old - user name who added the contact | 3 | Appears when the person and/or premise has a customer contact. The "days old" presents how old the contact is (based on the contact's date). The word Today is shown if the last contact was on the current date. The word Yesterday is shown if the last contact was on the current date - 1 day. If neither is applicable, the number of days old is shown. | Customer Contact |
Life Support / Sensitive Load on Person | 1 | Appears when any of the account's persons has life support or sensitive load information | Person |
Life Support / Sensitive Load on Premise | 2 | Appears when the premise has life support or sensitive load information | Premise - Misc. |
Multiple Financially Resp | 26a | Appears when the account has more than one financially responsible person linked to it | Control Central - Account Tree |
Non-cash Deposit | 15 | Appears when the account has non-cash deposits effective on the current date | Account - Deposit |
n Open Contact(s) for Person / n Open Contact(s) Premise | 4 | Appears if there are open customer contacts associated with the person and/or premise. Refer to Customer Contacts Can Be Used As Case Files for more information. | Customer Contact |
Pending Order Exists | 31 | Appears when the person has a pending order. | Order |
Pending Proposal SA Exists | 36 | Appears when the account has a proposal service agreement in the pending state. Refer to Proposal SA State Transition for more information. | Service Agreement |
Pending Quote Exists | 34 | Appears when the account has a pending quote. Refer to Quote Lifecycle for more information. | Quote |
Pending SA Relationships | 16 | Appears when the account has SA relationships that are pending | SA Relationship |
Pending Start | 17 | Appears when there is a service agreement in the state of pending start linked to the account. Refer to The Lifecycle Of A Pending Start Service Agreement for more information. | Start/Stop |
Pending Stop | 18 | Appears when there is a service agreement in the state of pending stop linked to the account. Refer to The Lifecycle Of A Pending Stop Service Agreement for more information. | Start/Stop |
Person is linked to Multiple Accounts | 22 | Appears when the person has multiple accounts. A person's accounts are maintained on the Account - Person page. | Control Central - Customer Information |
n Persons on Account | 26c | Appears when the account has multiple persons linked to it. An account's persons are maintained on the Account - Person page. | Control Central - Account Tree |
Premise has Multiple Accounts | 23 | Appears when the premise has service points that are linked to non-closed non-canceled service agreements that are linked to different accounts. | Control Central - Premise Tree |
Premise has n Child Premise(s) | 40 | Appears when the premise is defined as the parent premise for one or more premises. Refer to Define Premise Hierarchy for more information. | Premise Management |
Premise is linked to Parent Premise | 39 | Appears when the premise defines a parent premise. Refer to Define Premise Hierarchy for more information. | Premise |
Quotable Proposal SA Exists | 35 | Appears when the account has a proposal service agreement in the quotable state. Refer to Proposal SA State Transition for more information. | Service Agreement |
Quote Awaiting Customer Response Exists | 33 | Appears when the account has a complete quote with a quote detail that references a quotable proposal SA. Refer to Quote Lifecycle for more information. | Quote |
Reactivated SAs Exist | 21 | Appears when any of the account's service agreements exist in the state of reactivated (i.e., a financial transaction has been generated after the service agreement was closed ). Refer to The Lifecycle Of A Service Agreement for more information. | Service Agreement |
SA type alert message | 13 | Appears when the customer has a service agreement with an SA type that has been marked with an alert message (refer to SA Type - Details) Note that if the account in control central has more than one service agreement, pressing the drill down button will also launch the service agreement search dialog. | Service Agreement |
SA type description and status of a non-billed budget service agreement | 14 | Appears for every pending start, pending stop, and active Non-Billed Budget that is linked to the account. | Non-Billed Budget Service Agreement |
Seasonal Address Exists | 38b | Appears if the person has a seasonal address and there is no seasonal address active on the current date. | Person - Correspondence Info |
Seasonal Address Currently Effective (MM/DD - MM/DD) | 38a | Appears if the person has an active seasonal address that is effective on the current date. The date range that the seasonal address is effective is included in the alert. | Person - Correspondence Info |
Severance Process Active | 7 | Appears when any of the account's service agreement has an active severance process Appears when an account has an active severance process. Refer to How Are Severance Processes Cancelled for information describing when a severance process is deactivated. | Severance Process |
Statement Construct Active | 28 | Appears if the person has an active statement construct | Statement Construct |
Third Party Guarantor | 26b | Appears when the account has a third party guarantor. An account's third party guarantors are maintained on the Account - Person page. | Control Central - Account Tree |