Updating Account Status
Accessing the Status Update Module
- Search for Customer: Enter the customer's name or ID in the top search bar to load their account profile.
- Open Status Management: In the customer header (the area displaying the customer's name, ID, and balance), locate the status indicator on the far right. Click on Active (PC95)—or the current status indicator—to open the Update Account Status screen.
Suspending, Deactivating, or Restoring an Account
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Change Account Status: Click on the Change Account Status To: dropdown menu. From this list, select the appropriate action for the account:
- Suspend: To temporarily stop service.
- Deactivate: To permanently terminate the service.
- Restore/Activate: To bring a suspended account back to active status.
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Select Connection Type: Choose the appropriate Connection Type from the dropdown menu (e.g., "Electronically") to specify how the status change should be processed on the network.
- Electronic: This indicates that the status change is pushed directly to the network in real-time. The system will automatically trigger the necessary network commands to provision or de-provision the service immediately.
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Non-Electronic: This is a manual update within the Telgoo5 system only. It is typically used for administrative tracking or when a status change has already been processed manually on the carrier side, and you simply need the CSR portal to reflect the current state of the account without triggering additional network signals.
- Update Status: Click the blue Update Account Status button to apply your changes.
Note: Depending on your company's configuration, you may be prompted to provide a reason for the status change or confirm that all necessary billing adjustments have been made before the system will allow the update to proceed.