Lesson 1 - Adding a Customer

To add a customer:

1. If you have not already logged in, do so now.
2. On the Account Management menu, click Add New Customer.

   

   The Customer Search page is displayed. Before adding a customer, you should check to see whether the person is already a customer.

   

3. Enter a keyword or number to search for. This can be the person's first or last name, contact number, or other identifiers.
4. Click Search.

   RPM searches the database of customers. If it finds a customer that matches your search, click the customer ID to add a new service for the existing customer.

5. Click Next to continue.

   The new customer page is displayed.

   Notice the indicators on the page. When you see the red bar next to a field, you must provide information in that field.

6. In the Enter customer name section, complete all of the required fields; for a detailed explanation of each field, see Customer and Account Details.

   

7. In the Enter customer service address section, enter the customer's physical address - the location of the residence or business.

   The service address is critical for ensuring accurate e911 response. To ensure that it is entered correctly, the address fields are broken up into smaller parts: for example, you enter the street number in a separate block from the street name.

   

   For a detailed explanation of each field, see Customer and Account Details.

8. In the Enter customer billing address section, enter the mailing address where invoices should be sent.

   If the billing address is the same as the service address, click the check box.

   

9. Review the information you entered for the customer, and then click Next.

Now you are ready to set up phone service for the customer.

Provisioning a New Customer and Telephone Number

Lesson 2 - Setting Up Phone Service