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- Direct Debit (Internal Only)
- Finance Form
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- GST Locator Transfer Request Form
- GST Name Change Form
- GST Quick Quote Calculator
- GST Refund Request Form
- Legal/Finance Approval Form
- Non-Standard Terms (NST) Agreement
- Refund Request Form
- Renewal Calculator
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Internal Employees
Changes to name, address, or contact roles are made to the firm's SalesForce.com (SFDC) record. These changes are made by the WSS Order Processing team by creating a case. The required form and information will depend on the type of request. For good record keeping, EMS should also be updated when possible, see Records Management Guidelines and Procedures.
Firm Name Changes
- The TRTA Customer Name Change form must be completed for any requests to make changes to the firm name on file. This form is accessible on the Forms pod of Internal Tools. The form may be emailed to an external user to complete.
- Both the Assignor and Assignee section must be completed by the RS administrator. The Assignor and Assignee may be the same entity.
- Once the completed form has been received by the Customer Service representative, the name can be changed in EMS.
- The Customer Service Representative can then send the form to be processed by creating a case.
- If the licensee is the firm name, an Enterprise License Transfer form is required
Address Changes
- Address changes can be made using the Client Information Form (CIF). See the below steps to generate the CIF.
- Changes to address information must be made on the CIF form and submitted by the RS Administrator or another authorized contact.
- If the external user requesting the changes is not on the contact list the completed form must also be accompanied with a letter on company letterhead. It should be signed by an executive level employee and state what changes are being made.
- A parent account with one or more sub-accounts may wish to change billing address information so that all invoices are sent to the parent account rather than the sub-account. This is also completed using the CIF. The desired billing address would be changed under the Basic Information section on the CIF.
Generating the CIF in SFDC
- Launch SFDC and enter the account number into the search field
- Select the desired account from the list
- Scroll down the account page to the heading Description and click Generate CIF
- Email a PDF copy of this form to the external user
Note: Changes to the listed information should be written in and returned to WSS Order Processing by creating a case. The Bill-To, Ship-To, and Payer contact role can be a specific contact or the name of the firm.
Role Changes
Within GoSystem, multiple contact roles can exist. They include the RS Administrator, Billing, and Shipping contacts. Any changes to contact roles must be made using the CIF. Special consideration needs to be given to changes to the RS Administrator role, see below.
- If the Sold To contact information needs to be updated for a renewal, the Customer Service Representative will need to update the GoSystem RS contract before it's sent to the customer to sign.
Updating the RS Administrator will not automatically update the Sold To contact. The Customer Service representative will need to resend the contract to show the updated Sold To contact.
RS Administrator changes
The RS Administrator serves as the equivalent of the licensee role within CS Professional Suite applications. Requests for changes to this role should be treated similarly to a license transfer request. For more information on a CS Professional Suite license transfer, see the Process for completing a license transfer article.
- Only one RS Administrator can be designated for each account.
- Multiple users can have Administrative rights, but only one listed contact can be the RS Administrator.
- If the previous RS Administrator has been removed, they will remain on the account listed as an expired RS Administrator. Notice the end date for a particular RS Administrator to determine the current one.
- If the RS Administrator is being changed to a different contact and the RS Administrator is still at the firm, the CIF is sent to the current RS administrator for updating, and then the completed document submitted by creating a case. The emailed CIF must come from the current RS Administrator.
- If the RS Administrator is unavailable a managing partner or above must send the request on company letterhead along with the updated CIF to Customer Service for review.
- If WSS Order Processing receives this request from the client, they will send it to Customer Service for review and approval. Any Customer Service representative can review the document and submit to WSS Order Processing by creating a case.