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Importing Data into Case Manager

This article explains how to create an import spreadsheet and import data into Case Manager To import data, you will first need to know which table to import to. Each of the lookup-based tables are listed in Admin | Intuition and then the appropriate section.  You will then need to know fields you can import …

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Service Billing EDI Notification – Received a file that cannot be processed

In Service Billing Notification, the customer receives a notification of a file that cannot be processed. In Service Billing Notification, the customer receives this message: “A file was received that cannot be processed by the system because it is not one of the supported types.” (The system then gives the path to the document with …

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Fonality HUD Web/Zoom Meetings

Vertex has a single user setup for Video Collaboration and this document explains how to access and use it for scheduled meetings. Click item below to jump to a section: Schedule a Meeting Start Scheduled Meeting as Host Zoom Info for Host Assisting Customers With Zoom Customer Screen Share/Remote Access   Schedule a Meeting Go …

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