Full DST Technical Guide
Full DST Technical Guide
Guide
General Customer
Care
Integrated Training Guide General Customer Care
Products &
Services
Integrated Training Guide General Customer Care V1.3 5 2018/10/26
Integrated Training Guide General Customer Care
Module 1
Customer Onboarding &
Installation
Topics
Customer Profiling
Packages &
Subscription
DStv Installation
DStv Magazine
When we want to understand who our customers are and which of our products will
appeal to
them, we look at customer profiling. This means that we try to place our customers into
groups
to best understand their needs and meet those needs accordingly. Our customer base is
made up
of many different people, each with their own culture, interests, and
preferences.
pensioners etc.
When we sell DStv packages to our customers, we want to know the genres they like to
watch on
TV so that we can offer the best package in accordance to their needs. Stereotyping can
help us
profile customers. A stereotype is when you say that all people who have a certain
characteristic
are the same. However, it is important to note that it is a form of generalisation and not
always
correct. Stereotyping can help determine what genres our customers will enjoy
watching.
By understanding what entertainment your customer is looking for, the genres and
programs
they enjoy you can then recommend the right packages. The customer will make their
selection
Genres &
Channels
A genre category is formed by grouping several channels with similar attributes together.
Each
DStv package is made up of eight genres. The channels are grouped according to the
genre.
Genre Category Genre Breakdown
5. Children Children
Chinese Chinese
Only the Outbound Retention and Sales teams are authorised to activate this
product.
GOtv Packages
Package Price
➢ Customers are sent communication (letters and/or emails) outlining the new DStv pricing
for
The DStv Explora model 3A will be available in retailers and MultiChoice Service
Centres from
DStv HD 4
Description Cost
DStv Installation
It is recommended that customers make use of accredited installers for all their
installation
needs.
DStv Accredited
Installers
Accredited installers install and maintain aerials, satellite dishes and set-top boxes for
digital or
satellite broadcasts.
➢ Installing any equipment needed inside, such as DStv and Free to view
boxes
DStv Magazine
We send the DStv magazine to customers who are in the age bracket of 55 years and
older, who
were DStv Premium customers as at 1 May 2017 and have remained DStv Premium
customers
with no disconnection.
New DStv customers do not qualify for the magazine and if a customer cancelled their
DStv
Magazine
Escalations
Customers meeting the above criteria and not receiving the magazine must be escalated
to the
✓ Customers can access the digital version of the DStv Premium Magazine on
DStv.com and
✓ Customers can subscribe to the weekly DStv Premium e-mail newsletter and get
the
✓ Customers can use their remotes to go to channel 100 or the on-screen TV Guide on
their
o Genre
o Movies A-Z
o Live Sport
✓ Customers can use their smartphone or tablet and access the TV Guide on the DStv
Now
app where they can scan the channels to see what's coming up and search by
name or
genre
✓ Customers can go to DStv.com where they can access the 14-day TV Guide,
monthly
Module 2
Decoder
Insurance
Topics
Premiums
Cover
Claims
Complaints
Cancellation
Decoder
Insurance
and includes the USB laptop cable and/or the USB wall charger cable on the mobile
decoder.
Role Of FAIS Accredited
Agent
MultiChoice at a risk of being fined by the Financial Services Board and ultimately
losing its
Advice Is:
➢ Using words such as recommend, suggest, propose, urge, approve, advocate and
guide
For more on our unique decoder cover refer customers to the following touch
points:
➢ Website (www.dstv.com)
➢ DStv Touch menu, select Decoder Insurance and follow
prompts
customers who wish to activate decoder insurance; and should tell customers the
following:
Marketing Decoder
Insurance
team.
When generating a lead complete all the required fields and include a comment regarding
your
Cover
Customer Types:
➢ Residential general
➢ Specialists – excluding VIP and Demo as these accounts are not billed
and the
➢ Commercial
Reinstate Policy
If outstanding premiums are received within 30 days (calendar month) after the
arrears
notification letter has been sent, the policy will be reinstated (status changed from
LAPSE to
ACTIVE).
Waiting Period
Three calendar months waiting period applies for the mechanical or technical malfunction
and no
Claims
Repairs
Any MultiChoice Walk-In Centre or approved MultiChoice Agency can process a claim
for a
Replacement
Any MultiChoice Walk-In Centre (branch) can process a claim for total loss or damage
because of
theft, fire, lightning or explosion. The customer will receive a brand new or similar
decoder.
Theft Claim
Requirements
➢ The theft must be reported to MultiChoice within 7 days of the event taking
place
➢ An affidavit must be submitted with a Police Case number and a certified copy of
the
customer’s ID or passport
Complaints
Complaint”. These complaints are received and resolved by the Compliance Coordinators
in the
FAIS complaints refer to matters where we did not comply with the FAIS Act; where the
customer
complaints
Cancellation
Where partial or no payment is made, 30 days’ written notice is provided to the customer or
the
customer can send a written cancellation request (a telephonic request is recorded and
therefore
Module 3
Price
Lock
Topics
Qualifying Criteria
How To Apply
Ownership
Cancellation Of Existing
Services
DStv Premium on a 24-month contract repayment plan. Where a Price Lock product
with a
subscription package is purchased, the customer will not incur an annual price increase
on the
1. Non-installation offers
2. Installation offers
➢ The decoder & DStv Wi-Fi Connector (if included) will be in the package delivered by
OTD.
Qualifying Criteria
2. The customer must live in a house / complex where they own their own satellite dish.
A
customer who does not make use of their own satellite dish must not be sold a
product
4. Specialists / employees are NOT allowed to apply as they already receive subscription
and
5. Annual paying customers must convert to paying monthly to qualify and they lose the
1-
6. Customers whose accounts are in Bad Debt status or Fraudulent are excluded from
the
offer
Customers who qualify for this product must meet the following
criteria:
2. Must give consent for MultiChoice to conduct credit checks and set up a debit order
on
the account
Note: Foreign nationals may apply provided they have a valid passport and
work
Terms &
Conditions
Method Of Payment
contract
➢ New customer or new debit order paying customers need to send the
following
documentation to
[email protected]:
• Certified copy of ID
• Proof of residence
• Proof of income
➢ The customer can choose any payment day between the 2nd and the 28th of the
month
➢ Existing customers can continue with their current payment day or change to a
more
suitable date
➢ Annual customers will need to move to monthly billing and therefore will lose the
1-
month discount
➢ Customers will be debited the Price Lock credit product together with any other
products
on the account
➢ Where credit vetting has been declined and the customer wants additional
information
can be seen via the email loaded onto the account, inform the customer
accordingly
How To Apply
Price Lock hardware deals are available to customers on request. The following
platforms are
➢ DStv.com
➢ TV adverts
➢ Emailers
A customer can apply for the Price Lock hardware deals via the following
platforms:
• The customer can apply for the DStv Price Lock offer on Self
Service
https://www.dstv.com/commerce/paymentplan/pricelock
• They would need to register for a DStv Connect account if not yet
registered
2. SMS shortcode
• Depending on the product or the offer the customer is interested in, they will send an
SMS
• Where customers use free SMS or SMS bundles, these will not reach
MultiChoice
Once the lead has been received, a Sales consultant will contact the customer within 48
hours
and take them through the benefits and features of DStv Price Lock including the
Terms &
Conditions.
Service agents can generate a lead where a customer expresses interest in the DStv
Price Lock
✓ Must give consent that MultiChoice conducts a credit check and set up a debit order
on
the account
Once you have verified that the customer meets the criteria, you can escalate the
lead via
The site:
http://iconnectsa/CustomerCare/Pages/Home.aspx
Integrated Training Guide General Customer Care V1.3 28 2018/10/26
Fill in all the
required fields &
indicate the
department in
which you work,
then click Submit
Integrated Training Guide General Customer Care
Ownership
➢ Ownership is transferred to the customer once the decoder has been paid in full or
the
contract has been settled (settlement can be done at any time before the contract
period
ends)
Change Of
Ownership
• Death certificate
• Power of Attorney letter from the person that wishes to take over
Cancellation Of Existing
Services
Existing DStv customers are advised to contact MultiChoice to cancel their existing services
where
the DStv Price Lock subscription services replace their current service to avoid being
double-
billed.
When dealing with the customer’s account, ensure that where the Price Lock
subscription
services replaces the existing services, the current package is cancelled. This will
result in a
Credit on the General Financial account. The credit must then be moved to the Payment
Plan
NOTE: NO other journal types must be used for the movement of the credit
from
one financial account to another
Where the DStv Price Lock subscription services is an additional service on the
customer’s
Module 4
Holiday Home
Viewing
Topics
Holiday Home
Holiday Home
A holiday home is referred to as the customer’s additional property used for holiday
vacations,
which falls in a different residential area (area code) to the main residence. A customer
can
purchase and install a decoder at his / her holiday home and have the services activated
when
required.
The Holiday Home (HH) account is a stand-alone financial account with its own
agreement. A
customer must have the primary (general account) decoder active for them to qualify
for a
Switching
Variable switching is allowed where a customer pays a monthly access fee on the
Residential
account and NOT on the Holiday Home account. Customers are also able to switch from
single-
view (from the Residential residence) to XtraView (at the Holiday Home) provided the
customer
For Price Lock (payment plan) accounts with the package (bundle) offers, switching is
only
available when switching from a DStv Explora to all other devices, however, PVR Access
service
Where the customer has Price Lock linked to a XtraView setup on the Residential
account, you
need to break the XtraView link before switching. Advise the customer to call after switching
back
When switching to Holiday Home account ensure that the holiday home viewing device is
loaded
Activate
➢ Customers will only be charged for the number of days used on the Holiday Home
viewing
account
➢ Charges will be created when the package gets disconnected (as per the schedule
loaded)
Module 5
Video On
Demand
Topics
Video On Demand
Catch Up
Connected Services
Catch Up Plus
Showmax
Integrated Training Guide General Customer Care
Live Broadcast
Video On Demand
Customers choose when they want to watch their favourite shows. They do not have to
watch at
Video On Demand
➢ BoxOffice
➢ Catch Up
The services are only available to customers with an active DStv subscription and monthly
access
fee.
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Integrated Training Guide General Customer Care
BoxOffice
BoxOffice On PVR
BoxOffice allows the customer to rent and watch the latest Hollywood blockbusters from
the
comfort of their home. BoxOffice is available on the PVR to all DStv customers with an
active
The customer has up to 48 hours to view the movie once they rent and it becomes
available for
viewing on the DStv Explora \ PVR. The rental period expires after 48 hours. The
movies are
broadcast in both SD (for SD PVR customers) & HD (for HD PVR customers). Both HD
and SD
There are three different methods available for customers to register for
BoxOffice:
3. The customer can visit the Customer Service Centre's (Branches &
Agencies)
The customer must accept the BoxOffice T’s & C’s to activate the
service
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Integrated Training Guide General Customer Care
The customer can link up to 4 cell phone numbers (one primary & three secondaries) for use
with
BoxOffice via our website (www.dstv.com) or by calling the MultiChoice Contact Centre.
These 4
cell phone numbers will be the only ones accepted for rental
orders.
Customers with more than one decoder on one account only need to register once and all
their
• It takes up to 2 weeks for all the available BoxOffice titles to download to the
BoxOffice entitlements are dependent on the account status being active; therefore,
the
The outstanding amount must be paid prior to the customer being granted access to
rent.
Payment Options
Customers paying their DStv account via debit order are defaulted to pay
via
debit order. When a customer rents a movie, the rental amount is added to
the
Customers can pre-pay funds into their account using other payment methods such as
cash or
EFT and rent movies until their balance runs out. The customer can also pay directly into
the Box
Customers can also top-up their BoxOffice account by clicking the “Top-Up” button on
the
BoxOffice website. This takes them to the Self-Service BoxOffice website, where the
can:
➢ Manage account
➢ Top-up account
➢ Link smartcards
http://boxoffice.dstv.com/
Only Visa or MasterCard credit cards accepted and payment via Credit Card
is not
Points To Remember
✓ Inform the customer that the BoxOffice account number is not the same as their DStv
account number
✓ A customer can pay for someone else's BoxOffice account if the correct customer
number
is used
BoxOffice Online
All BoxOffice online users require a DStv Connect ID and BoxOffice Account. Signing
up for
BoxOffice Online can be completed on the BoxOffice website. The user must reside in
South
All BoxOffice online users have access to a larger catalogue of movies that include new
releases
and classics. The cost to rent a movie varies depending on whether they are renting a
new
http://boxoffice.dstv.com
Watching BoxOffice
Movies:
➢ Customers can watch the movie as many times as they like within the 48-hour
period
➢ When the rental period expires, the movie will expire and automatically change from
"Watch Now" to "Rent Now", regardless of whether they have watched the movie or
not
➢ If they are in the middle of watching the movie and the 48-hour rental period expires,
the
Debit Order for existing DStv customers or top-up the account on the
BoxOffice
DStv Catch Up
DStv Catch Up is a video on demand service exclusively available to DStv Premium, DStv
Extra &
DStv Compact customers. It is available on PVR (an active PVR access subscription is
required) and
Customers can "Catch Up" on the selection of movies, series and sports highlights that
they may
have missed during the live broadcast, with the bonus of no commercial
breaks.
If the customer pays via debit order they can add Showmax to their DStv
account at R99 per month DStv EasyView
Integrated Training Guide General Customer Care
Module 6
JOOX
Topics
What Is JOOX
Qualifying Criteria
What Is JOOX
JOOX is a music streaming service where users can get their favourite local and
international
music in one music streaming app, it also gives them access to millions of
tracks.
The users can switch to karaoke mode and learn the lyrics of their favourite songs, they
can also
DStv JOOX
Offer
DStv account holders with an active DStv Premium, Compact Plus or Compact
subscription get
free VIP access to JOOX and they can add up to 4 friends and family! This offer is valued at
R89.99
per month.
➢ DStv account holders get one VIP membership to JOOX which includes 5
users
➢ DStv account holders who does not want to register for JOOX VIP can nominate
someone
to sign up on their behalf (this person will then be able to add and remove
users)
Integrated Training Guide General Customer Care V1.3 46 2018/10/26
Integrated Training Guide General Customer Care
Qualifying Criteria
Customers can have one JOOX VIP membership per DStv account. This offer is at an
ACCOUNT
level. For every account that has a qualifying package, the customer will receive 1
JOOX VIP
Premium,
they only get 1 JOOX VIP membership. They do not get 1 membership per
qualifying package.
Customers and the added friends or family members will lose access to the
JOOX VIP
JOOX VIP users get access to exclusive benefits on JOOX which are not available on the
free JOOX
✓ Ad-free listening
✓ Offline listening, data free (download the songs and listen to them when
they
are offline)
Section
2
System &
Processes
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Module 1
Introduction To
Clarity
Topics
Once the Clarity login page is displayed, you need to enter the required details to gain
access to
the system.
Once you have successfully entered your login details, you will be introduced to the Clarity
Home
Page.
Let us look at each component of this page in more detail and introduce you to
some
terminology.
Integrated Training Guide General Customer Care
Click on Login
You need to select (South Africa).
Username. E.g. Training010
Password e.g. Passw0rd
Component Description
3. Recent Customers Allows access to the last 10 customer accounts you have accessed
4. Search Field & Button Enables you to enter any text of your choice (within the parameters)
and
6. Settings Allows you to change the language, user interface theme (light or dark) and
log out of Clarity to close the system and end your
session/shift
8. Hypertext Links These will direct you to related sub-processes within the selected bigger
Create Case Or
Interaction
All interactions we have with customers must have manual interactions loaded against them.
This
is the fastest way we can analyse who called us, how often, why and who assisted
them.
Avoid adding complicated jargon (e.g. BTW (By the way) or text (chat) language in
your
interaction as anyone should be able to read and understand what was captured in
Clarity.
Interaction ID:
each interaction that gets logged. Ensure that you are in the customer’s account before
capturing
your interaction.
At the end of the call, leave a detailed interaction. Click on Create Case or Interaction
under
Manage Customer and use the drop downs to select the relevant option. Type a detailed
note:
Scroll to the bottom of the page and click on Create Customer Case or Interaction to
save the
note.
Integrated Training Guide General Customer Care
Integrated Training Guide General Customer Care
Module 2
Activation
Topics
Customer Profile
Financial Accounts
Agreements Billing
Principles & Concepts
Product Rules Product
Statuses Create Quote
Activate Account
Customer Profile
A customer profile is designed in a hierarchical form that allows flexibility in the way
the
customer and the business manage each profile. The categorising is arranged
according to
specific data elements and there’s a relationship from one element to the
other.
Key Data Elements
Hierarchy
Account Structure
DStv Customer
Types
The customer is an individual or an entity that subscribes to DStv services. There are two
main
Customer
Classes/Types
Customer
Description Discount Received
Class
Residential
live in residential or private
use, plot etc. and are charged
ons
• Accounts managed by the
Centre
(Panelists)
ed in open public
10% discount on primary
dwelling e.g. B&B,
. (companies and businesses)
Deals
ged by the Commercial Call ed by customers that
group or hotel chain
None otels etc.
None
Commercial Call
o
C
m
the volume / number of billable
m the volume / number of billable
al
National
Integrated Training Guide General Customer Care
Financial
Accounts
A financial account is where all the customer’s billing is consolidated. Each residential
customer can have one or more financial accounts.
Financial Account
Rules
1. When payments are made, the funds get allocated to a specific financial account
where
billing has occurred. A residential customer can have up to four financial account
types i.e. General; Holiday Home; BoxOffice and / or Price Lock 2. General accounts
are rolling subscription accounts i.e. the subscription is renewed
monthly for the account to remain active
3. Holiday Home and BoxOffice are pay-per-view i.e. charges are created per
consumption
of a service
Billing
Principles
Billing principles refer to how we charge our customers for services they subscribe
to or
consume.
The calculation of the monthly billing runs on a 30-day cycle. A customer can choose to be
billed
between the 1st and the 31st of each month, and the payment date selected is referred to
as the
Account Based
Billing
The charges are created immediately upon an action on a financial account and applies to
fixed-
term subscriptions (Price Lock & Premium24) including BoxOffice and Showmax
accounts as
Account
Integrated Training Guide General Customer Care V1.3 62 2018/10/26
Payment Plan d to as “Instalments”
Account n arrears, but charges are created in
onthly charges are created on the day the IP day and collected upfront
ation has been approved and the account is • The customer experiences this as an
packages
Integrated Training Guide General Customer Care
18/06 Invoice run= IP- 3 days (services, Access fees & discount)
18/07 Invoice run= IP- 3 days (services, Access fees & discount)
❖ The hardware invoice (device instalment) is created on the customers IP date, therefore
it is billed in arrears ❖ The Subscription is billed in advance
Quote Based Billing
A quote is an ESTIMATE that predicts the charges of products, hardware or services for a
specific charge period on the account. A quote is required before a charge can be
levied on a DStv subscription account.
The quote will stay valid until it is rejected; it expires or is replaced with another quote.
The fulfilment of a quote (when a payment is received for the quoted amount) will then result in
charges being created (FT/s) on the financial account.
Customer Predicted
The quote will expire after 30 days unless an invoice run takes
No payment is made
place within this period. The invoice run quote will then replace the quote
• When a customer accepts the quote and makes a payment within the threshold, the system
will create a charge for the full month until Charge Until Date (IP-1day)
• Where the quote is still pending (payment not made), there will be no FTs created
• Where payment is not made until the grace period lapses, the quote will expire on the
customer’s charge until date (CUD) and the system will not auto- generate another quote. A
new quote will be generated when a balance query or a payment is made
Types Of Quotes
We have two types of quotes, service retention quote (SRQ) and event-based quote(EBQ).
Service Retention Quote (SRQ) Event Based Quote (EBQ)
This is a monthly recurring system
generated quote that dictates
payment is needed for a
?
customer’s services to remain
tis i
connected for the next billing
t ah
period, on a financial account
Wlevel
Integrated Training Guide General Customer Care V1.3 64 2018/10/26 An EBQ is raised per the agreement,
per
financial account per change:
• Unless the change is made on the IP day or it is a reconnection of all products on an account,
then forms one quote
An EBQ features:
✓ Has a Quote ID ✓ Can be pre-activated to activate services ✓ Can be rejected and /
replaced
Integrated Training Guide General Customer Care
Service Retention Quote (SRQ) Event Based Quote (EBQ)
The customer’s method of
d
These are the activities that when performed
e
payment determines when the
on an account will trigger an event-based
regg
quote / invoice is raised on the
quote:
irT/
account:
de si
1. Disconnected (due to non-payment) 2. Upgrade / Downgrade • Cash: SRQ is raised 5
days
a R
3. Reconnect before payment (IP) day
tI s
4. Charge period (annual to monthly / • Debit Order: SRQ raised 3
I n
quarterly and vice versa) this is an SRQ days before payment (IP)
e h
in some instances day
W5. Adding a new product (Decoder
Insurance, access fees or add-ons) An SRQ cannot be rejected once it
nl
Billing
Concepts
Charge Periods
We have three charge periods that customers can choose from i.e. monthly; quarterly
and
annual. This informs the number of times a year that a customer can be
charged.
Monthly
Quarterly
Annual
Annual paying customers are charged for a running 12-months in advance and they then
qualify
➢ The annual customer’s account is credited with 1-month subscription and the
customer
will view the last month for FREE ➢ This discount is applicable to broadcast services
including access fees, e.g. DStv Compact,
DStv Mobile, PVR or XtraView access fees ➢ An annual paying customer can choose a
more suitable anniversary month according to
their needs ➢ Customers a required to contact us before or on their IP day of the
preferred month to
change the charge period to annual ➢ The month the account gets converted to annual is
stored on the system as the actual anniversary month i.e. if the account is converted to
annual on the 1st June 20X0, that means the account will be due for renewal on the 1st
June every year until the charge period is changed ➢ Grace days do apply based on the
product’s segment ➢ Customer must pay the full amount due (X 11 months’
subscription) for CLARITY to keep /
convert the invoice period to Annual
o This is an annual paying customer with an IP day on the 1st and the
anniversary
month is in June o This is a cash paying customer - the SRQ is created 5 days from IP
for period 01.06.
YY01 to 31.05. YY02 o Annual customers are locked-in to the 1-year contract for the
12 months that they
have paid for
Create Quote
You can provide a quote to a customer for subscriptions and hardware before the customer
even
contracts with MultiChoice, so they will know exactly what they are signing up for and what
the
total cost will be. The Quote process is a pre-sales activity in Clarity that is
applicable to
Residential Customers.
➢ Allow the customer to buy serialised and non-serialised devices over the
counter
Sales Quotes are only valid for 7 days and are not applicable to DStv
Agencies.
The Create Quote screen will appear, enter the customer information in the provided
fields
Note: It is not mandatory to capture any of the above fields, but it is necessary to capture at
least
interaction.
Select the devices as per the customer’s request in the Select Devices
options list
Integrated Training Guide General Customer Care
Integrated Training Guide General Customer Care
Select XtraView:
Quote
Integrated Training Guide General Customer Care
Once you have generated the quote, the Quote Generated screen
appears.
Click the Send button to send a copy of the quote created to the customer by email or
SMS.
On the same screen when in the Service Centre, you can use the above
options to:
➢ Print Quote and hand it to the customer ➢ You could use the Pay Now option if the
customer is only purchasing serialised and non-
serialised items ➢ If the customer still wants to consider the quote, you can select
Save Quote. Note that
the quote is valid for seven days ➢ Where subscription forms part of the quote, you
need to select the Create Customer
button
A pop-up screen will appear asking you whether you would like to create a customer
account. If
“Yes” is selected, the system will direct you to the Create Residential customer
screen.
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Activate Account
2. Physical address where the equipment is installed (proof of physical address for
Service
Centres & Agencies)
3. Contact details like cell phone numbers, home telephone number, work
telephone
number and e-mail address
4. Payment method information, e.g. bank details if the customer will be paying via
debit
order
partner or anyone close to you unless you are given the authorisation to do
so by
your Manager
Points to remember when activating the customer’s
account:
1. You can only activate the customer’s account once they have paid the amount due
(remember this is a pre-paid service) AND the payment reflects on Clarity 2. Cash paying
(direct deposits / EFT) customers need to be advised of the 2 hours maximum
turn-around-time for payments to reflect on the system 3. Debit order paying customers’
bank account will be debited the next Invoice Profile day. The customer should be
advised of loading an Ad Hoc debit order for any added services before debit order
collection date
Create a Residential
Customer
When you select Create Customer at the end of the Create Quote process, the action
initiates the Create a Residential Customer process.
1. The customer needs to Accept the Terms and Conditions before you can proceed with
creating
customer’s account.
Integrated Training Guide General Customer Care
Complete ALL mandatory fields with the customer’s information. If you input the
customer’s
basic information during Create Quote process, this information is pre-populated at this
stage.
Address Information
You need to type in the street name and the address will be populated. Then select the
correct
option. Once you select ALL other information pre-populates except for the Street Number,
this
Once you have typed in the street number, click the Submit
button
✓ For street numbers that are out of range, capture up to the last number
in
the range, validate the address, then change the house number after
the address has gone through validation
✓ Should the street address still not be found, you can override the
address
only at street level
✓ In instances where the suburb & city are not found, these cases should
be
escalated to your Team Leader to verify & override if
necessary
Integrated Training Guide General Customer Care
Method Of Payment
Confirm method of payment and payment day (IP day) with the customer. Where the
customer
chooses the Debit Order option, then complete the banking details in the fields as shown
below.
The method of payment on the General account should default for other financial
accounts. e.g.
1. Debit order paying customers’ bank account will be debited the next invoice profile
day
2. Cash paying customers are advised to make the necessary payment within
48-hours of
the account activation (remember there is a 15-day grace
period)
3. When loading the bank details, the universal branch code of the five major banks
will
auto-populate the relevant fields on Clarity e.g. ABSA,
632005
The customer has the option to nominate Household Member/s and give them the
authority to
transact on the customer’s account. When the customer nominates a household member,
you
1. Household member with authority to transact – the household member can make
updates
2. Household member without authority to transact - the household member cannot make
Note:
(MOP).
Integrated Training Guide General Customer Care V1.3 79 2018/10/26
Integrated Training Guide General Customer Care
Account Holder
✓ Has full access to the account ✓ Is the only one that can change
the account holder’s personal details
Authority To Transact
✓ Can do anything on the account, except changing the account holder’s personal
details ✓ Almost full access to the account e.g. can do any financial transaction on
behalf of the
account-holder
Household Member
✓ Box Office movie/s paid for but not received ✓ Technical queries where
the account must be accessed to assist the requester
✓ Only assist with the clearing of error codes from the Quick Fix Error Bar. Only the