Menu Options
Claim History
Claim History Claim History is a view-only screen that displays a historical record of any claims processed for the contract. 1. Click the Menu Options icon on the TIMX SCM toolbar and select the Claim History button. · The Claims ...
Claim History Field Descriptions
Claim History Field Descriptions Claim Summary for Current Contract The Claim Summary for Current Contract area provides a quick snapshot of current year activity. Field Name Description Nbr of Claims Made The number of claims made during the ...
Entering Notes
Entering Notes Notes are entered to document every contact with a customer or any other party. In TIMX SCM, the Communication History Log is used to record notes and related procedural dispositions, and to review historical notes. To review ...
Welcome Kit
Welcome Kit A Welcome Kit is a package of program/product information that is mailed to the homeowner within 7 to 10 business days outlining the features, coverage and benefits of their product. Depending upon the program/product, the welcome kit ...
Menu Option
Menu Option The menu option icon displays a window with a list of available menu buttons for that contract. A warranty record must be displayed in order to view the Menu Option window. Common Menu Options Used: AR Transactions Incentives Billing ...
CX Email Confirmation
This process is used when the contract is cancelled, and the customer requests a confirmation email. Verify email on file is correct. Click on the CX Email Confirmation tab. Pop up message “Email has sent to <Customer Email>” Click Ok.
AR Transactions
AR Transactions provide detailed information about the account’s payment/refund transactions. It displays the account’s true balance. This screen is for viewing purposes only. Do not rely solely on the Enrollment Form screen for true account balance. ...
Communication History Log
The Communication History Log is used to document the customer's account and view previously entered notes. Notes are manually entered by the user and/or auto-generated by the system. Notes must be entered on all calls/transactions where you have ...