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Break a Transfer Link Article no. 1920

Estimated Reading Time: 1 Minutes
378  shekhar-retail@teamhgs.com February 20, 2024  Billing 0

Introduction


Use these steps to break the link between accounts when:
  •  An account was inadvertently linked as a transfer

  • While processing a Transfer of Service and one of the messages below is received:

    • Account has already been transferred; proceed to steps below

    • Customer has a pending service change;  proceed to steps below 

    • Transfer link for a pending Telephone or Calling Card Transfer cannot be broken; cancel install work order and reconnect former

Note: A Service Now Ticket needs to be submitted if the account is already active and both work orders are completed

Resolution Steps


  1. Customer Maintenance [CM] screen of the new account

  2. Find the Cancel Pending Transfer on the bottom, right side of the screen

    • This box appears to be checked, but the background is grayed out

    • Click in the box until a black check mark appears, with a solid white background

    • Enter through until you return to the Customer Search screen [CS]

  3. The link has been broken
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Break a Transfer Link Article no. 1920
Estimated Reading Time: 1 Minutes  shekhar-retail@teamhgs.com February 20, 2024 0

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