Overview
In this article, we’ll be going over the difference(s) between account Statuses, account Types and account Labels, and how they affect the account.
Account Statuses
What is an Account Status?
The Account Status can be seen at the top of an Account, to the right of the account number, and is required for every account. The Account Status denotes the “state” an account is in, such as if the account is Active or Inactive.
With Account Statuses, there are five “parent” statuses:
| Account Status | Description |
|---|---|
| Lead | This status denotes an account that is a possible Lead, which can be converted into a Pending account if it’s confirmed that their address is serviceable, or if they’d like to proceed with services. |
| Pending | This status denotes an account that has been created but has not yet had a Service Activation Workflow processed. |
| Active | This status denotes an account that has had a Service Activation Workflow processed, and the services and billing are now Active. |
| Suspended | This status denotes an account that has had a Suspension Workflow processed, and the services and billing are now suspended for the specified duration. |
| Inactive | This status denotes an account that has had a Service Cancellation Workflow processed, and the services and billing are now cancelled. |
Account Labels
What is an Account Label?
Similar to the Account Status, a Label can be associated with an Account to denote some information about the client, and can be found at the top of an account to the right of the Account Status. Account Labels are also entirely optional.
The use-cases are ultimately up to the user, but some examples of Labels could be:
- High-Value Customer, Low-Value Customer, VIP Customer
- At Risk, Low Usage, Frequent Complaints
- Fiber Ready Area, Frequent Downtime
Adjusting the Label(s) on an account doesn’t innately trigger any actions, though this can be configured through the assistance of the gaiia team.
Account Types
What is an Account Type?
An Account Type is just as it sounds, and are associated with an Account at the time of its creation. They are required for every account and, depending on what kind of Account it is, can help configure the billing parameters for it.
Here is an example:
Some customers, such as commercial ones, may request some unique configurations with their billing. Rather than adjusting them individually on the account, you can create an Account Type and set up unique billing configurations for it, and then associate the Account Type to the customer.
You can also freely adjust the Account Type after the Account creation, but it’s worth noting that adjusting the Account Type will not adjust the Billing Parameters. This is only a function that occurs at the time of the account creation.
When do I use Statuses, Types, and a Labels?
The rhyme or reason to each is quite simple! Here is a little guide that might help you decide if you should use a Status, Type or a Label:
| Description | |
|---|---|
| Type | Denoting the nature of the Account, and probably won’t change over time (i.e., Commercial). |
| Status | Denoting the current state an Account is in, and can only have one Status at a time. |
| Labels | Denoting information about an Account/customer, and can have multiple labels associated at one time. |