Overview For a given premise address (eg: Address A), a customer provided an incorrect address of another premise (eg: Address B) and so the account of the actual customer of Address B needs to be cha...
Overview Your customer has renewed their contract recently to a particular product, but it's not reflecting on the Aurea CSR site. Hence, you want this product to be synced over in Aurea so that it's ...
Overview You want to waive any late fees that were applied for a specific date range to a customer account or a list of customer accounts. You may need to remove late fees for accounts that should hav...
Overview You want to apply 30-day protection on a customer account or a list of customer accounts. Solution Open a support ticket with the customer account numbers on which the 30-day protection shoul...
Overview You have an old terminated customer which has an incorrect sold date in the system, due to which the numbers are thrown off in your reporting and hence, you would like to update this sold dat...
Overview You want to apply a credit of a particular amount to one or more customer accounts. Solution Apply credit to a single customer account Apply credit to multiple customer accounts in bulk Apply...
Overview You had placed a request to deactivate a user a few months ago and had also received a confirmation for the same. However, when you pulled the recent user list, that user is shown as active. ...
Overview You want to update the groups to which a CSR user belongs (i.e., add a user to group/s or remove a user from group/s) to change their access levels. For example, you may want a user to have a...
Overview You may need to know the last time a user accessed Aurea's CSR portal successfully. This article provides the process to acquire this information. <supportagent> Prerequisites Access to the ...
Overview You need to mark an account or sub-account as active. This may be required before moving transactions, payments, and invoices from an old account or sub-account that may be inactive to a new ...