School of WooHoo - Chapter 3: Alpha and Processing Customer Applications - Activity 2
Welcome to Chapter 3: Alpha and Processing Customer Applications - Activity 2
After completing this chapter, you will be able to show a good understanding of Alpha commands and the definition of Alpha tabs. You will be able to assess an application and be able to demonstrate an ability to submit a Personal Tax Summary for customers - WooHoo!
If you get an answer incorrect, it will tell you the correct answer and on occasion, a further explanation. Please do not attempt the question again, just move on to the next question.
Use your resources such as Woogle wisely and ensure you fully read the question before answering.
Chapter 3: Alpha and Processing Customer Applications
Activity 2. Match the following sections in the Alpha Summary screen to the circumstances that best describe them:
ID# and Name
This is the customers unique WooHoo ID identifier
You can view what the customer is linked for (INC, SLS)
Bring up Date
When you need to follow up by a certain date
The Alert Window
Provides a snapshot on missing information
You can view how the customer has applied
This part will show the customers email and phone number
This section allows you to add notes to the customers file
By clicking on this you will reset the customer’s password
Status and Scraped Answered
Indicates what status they are on and if they have completed the scraped questions.
You can view here the case manager that has been assigned to the customer
Activity 3. Fill in the gaps by choosing a word that you think explains the Alpha buttons.