Metergy Knowledge Check

The Name field can be used to search for:

• Only the main customer

• A person or account using a person’s name

• Only business accounts

• Only account numbers

Which format is correct when entering a full name?

• John Smith

• Smith John

• Smith,John

• Smith-John

Name search is case sensitive.

• True

• False

The Address field is used to search by:

• ZIP code only

• First line of a service address

• City name only

• Account number

When searching for a unit (e.g., 305-324 Hawthorne Lane), you can:

• Only include spaces

• Only exclude spaces

• Use either

Before adding a person in CC&B, what must you do first?

• Create a new account immediately

• Confirm the customer has unpaid bills

• Verify the customer does not already exist in the system

• Assign a Person ID

Which systems should you check before adding a new person?

• Only CC&B

• Enbridge only

• Last Station, EnerCare, and Enbridge

• Billing system only

How should you search for a customer in CC&B?

• By account number only

• By last and first name

• By phone number only

• By address only

What should you do if a duplicate name is found AND you can link the accounts with identifying information?

• Always create a new Person ID

• Ignore the duplicate

• Use the existing Person ID/account

• Delete the old account

When should you create a new Person ID despite a duplicate name?

• Always

• When there is no identifying information linking accounts

• When the account is active

• When the address is different