Account Manager Training

© 2013 American Messaging Inc. www.americanmessaging.com 1

Account Manager Account Manager Training Training

October 2013


Account Manager Training Agenda

Account Manager OverviewAccessing the site and Logging InAccount Information Billing Ordering Activations Optional ServicesExchangesDisconnecting Pager Profile Tracking Orders & SupportConclusion – Q & A


Account Manager Overview

Provision, perform transactions and manage billingView and print your billing statements onlineAdd Optional ServicesOrder a new or replacement pager

Secure, cloud based, self-service web portalUpdate your statement descriptions Update your account information Track your orders


How to Login

Go to our website and click the login button on the right Enter your Login ID and Password (case sensitive) then click LoginIf you have forgotten your Login or Password? Click on the appropriate link and an email will then be sent to the email address on file


Account Overview

Statement Summary Service Summary Billing AddressShipping Address


Add Additional Accounts

If you have multiple accounts that are part of your company, you can easily switch to each account after logging in just one time.

Only the accounts that you registered under your login and password can be accessed.


Access Other Accounts

Select the desired Account Number from the drop down list, or enter a specific Pager Number you are trying to locate.

You will notice which account you are currently viewing at the top of the page.

After clicking Submit, you will notice the Account Number listed at the top of the page is now displaying the NEW Account Number you accessing.


Select Alternate Home


Reporting - Account Tab

Account Services Info Recent TransactionsCapcode Report Download CSV Download TXT


How to View and Print an Invoice – Statement Summary

Under the Billing tab you have the ability to View & Print a current or past invoice.

Simply select the invoice month you wish to print from the drop down and the format you wish to display it in.

You may also make a payment, reprint a remittance slip and obtain our payment mailing address or written correspondence address.


Change of Address

Under the Billing Tab, you have the convenience of changing your Billing/Shipping address and Contact Phone Number. Make the necessary changes and click Continue.

The Shipping Address may not be a P.O. Box address; a physical address is required, as most shipping carriers we utilize will not deliver to a P.O. Box address.

After clicking Continue, you will be asked to Confirm/Submit your changes.


Go Paperless!

In an effort to Go Green, AMS offers the option to Go Paperless! You have three options available. Select which option is best for you and click Submit. The email address on file is the email address your electronic statements will be sent to.


Change Statement Description(s)A Description for your pager(s) can be added/modified and will appear on your invoice. Enter the Pager Number (or the Capcode) you wish to work with click Continue.

The Current Description will display, (as well as any secondary numbers). Make the necessary changes in the field(s) on the right, and click Submit.

On the screen that follows, you will see the confirmation that your changes have been completed.

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2.

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View/Change E-Billing Info

For specific accounts that are set up on E-Billing, this option will appear under the Billing Tab in Account Manager.

Enter the information just as you would under Change Statement Description, and click Continue.

Fill in the changes you wish to make in the corresponding boxes and click Submit.

The binoculars allow you to narrow your search by entering all or part of your criteria in the search field. A blank field or the value "ALL" will find all possible values.


E-Billing Reporting

This option allows you to run predefined custom reports, based on your Electronic Billing information. The following reports are available in the Electronic Billing Reports section:Standard Statement ReportStatement Summary ReportStatement Analysis by Org Level ReportPhone Information by Org Level Report


How to Order Pagers: Steps 1 - 4

This option allows you to order a new pager for your existing paging account.

1. Start by selecting how many pagers you would like to order.

2. Then enter the Area Code and Exchange you normally use on your account so that Account Manager can automatically assign the last 4 digits.

3. To simplify your request, we have provided the "Copy a Pager" feature.

4. Gives you the option to enter a Statement Description for your new pager(s).


How to Order Pagers

Review what was input on the previous screen. Power Up Banner Provision Group Calls by Phone Number or Capcode.


How to Order Pagers

Review of what was input on the previous screen. Click Edit which takes you back to the beginning.Click Submit which takes you to the Order Items, Order Changes and Order Actions. Order Items - Delete or Edit.Order Changes - Delete Checked Items, Add New Pager, Add Spare Pager. Order Actions - Save Order, Cancel Order, Complete Order.


How to Order Pagers

Verify the email address for order confirmation.

Check the box to ship to a different address if needed.

Select shipping method (contracted rates will appear here).

Click Continue

*Please note: You order SPARE pagers the same way, just follow the menu path for Order Additional Spares. If you order them through this channel they will be billable.*


How to Order Pagers Open Order Summary Order ItemsOrder Details – Shipping Address and Shipping Method (edit here if necessary). Submit Order Order Complete – Click to print !


Activate a Spare Pager

If you have Spare Pagers on-hand and need to activate one with New Service, enter the Spare Capcode and continue filling in the fields that follow.

*Steps 2, 3 and 4 are the same as on slide 16 that we performed for ordering.*

3. To simplify your request, we have provided the “Copy a Pager” feature.

4. Gives you the option to enter a Statement Description for your new pager(s).

Click Continue



Confirm the information is correct on the Activate a Spare Summary page.

Edit anything if needed

Reminder – Once you click Submit these transactions go into billing.

Click Submit

After submitting your activation request, your new Pager Number and service details will be displayed.



Transaction ResultsMake sure the pager is powered ON to receive the test page when the activation is complete.Links to send another test page.Links to change the security code.Summary of Services


Add Optional Services

To add Optional Services such as Voicemail, Pagesaver, etc. Enter the Pager Number or Capcode in the appropriate field and click Select Pager.

Put a checkmark in the box (s) of Optional Services you wish to add.

Enter any Access Code if necessary.

Click Add ServicesA confirmation page will appear

of the next screen.


How to Exchange a Pager Using a Spare

You may use a spare that you have on hand to exchange out an activate pager number as an immediate replacement.

Enter the Pager Number (or Capcode) you wish to exchange, the Reason for the exchange and the Capcode of the Spare Pager (unit) you would like to use.

Select the option from the four choices provided for disposition of the old pager.

Click Continue to complete your transaction.

A test page will automatically be sent.


How to Exchange a Pager – Order an Exchange

If you do not have a Spare on hand to exchange out a pager, you may order an exchange through Account Manager.

Enter the Pager Number you wish to exchange and select the reason for the exchange.

If you wish to change the type of pager (ex. Numeric to Alphanumeric), select the Change Pager Type box.

Click Continue

*Refer back to slide 18 for instructions on completing the order process*


Complete an Exchange

When a replacement pager is sent to you as a delayed activation, you may activate it through Account Manager using this menu option. Enter the Pager Number or the Order Number. Or you may use the “click here” link to view all pending orders for this account.


How to Disconnect a Pager

The Disconnect Pager option will completely disconnect the pager (s) and all associated services from your account.Select either Disconnect by Pager Number or Disconnect by Pager Capcode. Enter the Pager (s) you wish to disconnect in lines 1-10.Select a corresponding Reason Code from the dropdown box on the right. Click Continue

*To Disconnect a Pager and put it into a SPARE status please use the Disconnect Into a Spare menu path


Disconnect a Pager – Are You Sure?

Confirm Pager Disconnection Returning Old Units - Select return label choice. Disconnection Terms & ConditionsComplete Pager Disconnection Acknowledge and Submit Important Note: Disconnecting a pager mid-billing cycle will result in a prorated charge.Important Note: Early Termination Fees may apply.


Disconnecting Optional Services

If you would like to remove an Optional Service from a pager, such as Voicemail, you have the ability to do so and keep the pager active.

Enter the Pager Number or Capcode of the pager you wish to disconnect Optional Services from and Click Select Pager.

Place a check mark in the Disconnect box next to the Optional service you wish to remove and Click Disconnect Services.

To Disconnect Additional Numbers please use the Disconnect Additional Numbers menu path.


Pager Profile

A fan favorite screen!

To easily view the details of a specific pager on your account, select the Pager Profile menu option under the Support Tab.

Enter the Pager Number or Capcode and click Submit.

View Transaction History

Service Information

Electronic Billing Information

Process transactions right from here!


View Open Orders

Any open orders not yet submitted, will appear in this menu option; Support – View Open Orders.Choose Modify, Complete or Cancel the order, by clicking on the Open Order Number.


Track Orders

To retrieve the tracking number for an order that has been processed, enter the Pager Number OR the Order Number.

Click Submit

Note: This will only show orders placed in the last 30 days.

Your order information will be displayed so that you may track the package.

Select the “click here” link to view all orders for your account in the last 30 days.


Conclusion – Q & A

Account Manager is a robust online tool that gives you the freedom and flexibility to manage your paging service at your convenience.

We hope that this training has helped prepare you to take advantage of all the options Account Manager has to offer. This detailed document along with the User Guide will be helpful reference tools should you need it.

As always, we are here to help with any questions, so please feel free to reach out to us.


Thank youThank you

Documents

Account Manager Training