Create a Customer Service Records (CSR)
Written by Marissa Orsini
Updated at August 9th, 2023
Table of Contents
Scope
Intended Audience: White Label Partners
When a customer is leaving the service their new carrier may require a CSR. The following steps will show how to create a customer service record for the customer. White Label Partners are responsible for creating their own CSRs for end users.
Items Needed:
- Account number
- List of phone numbers
- PIN (optional)
CSR Details
Fill out the details of the form with your details for the customer.
- Account Number: Whatever account number you assigned in your billing system.
- This should be listed on the invoice to your customer. If you do not use account numbers you can make one up
- PIN: Obtain this from our porting department
- Clear to Port Away: Do you authorize the Port Out?
- Contract Status: This is optional, but recommended to fill out
- Phone Numbers: List all phone numbers on the account. do not forget to list Toll-Free and fax numbers