Internal Support Procedures

Internal guides for support

Internal - How to extend internal NBS Create Licences
1. Open up the account in Pivotal and click on Create Architecture in Subscriptions (Inv). E.g. NBS End User Sales 2. Click on 'Edit Start Date or...
Tue, 18 Jun, 2019 at 10:26 AM
Internal - How to request Finance to send a copy invoice to a customer.
1. Find the company in Pivotal, click on New Activity and select Phone Call (Inbound). 2. Fill in the details marked in red:     Subject: Copy Inv...
Tue, 18 Jun, 2019 at 10:27 AM
Internal - Pivotal Licence Generator
Ben tested the licence generator in Pivotal for both 5.6.7 and lower users and 5.6.8 users. Please ask (and check) which version they are using as this will...
Tue, 18 Jun, 2019 at 4:00 PM
Internal - Confidentially for specifications/attachments
Please can I refer you to the End User Licence Agreement and the NBS Chorus Terms and Conditions which already include confidentiality provisions and ter...
Wed, 23 Feb, 2022 at 9:53 AM
Internal - Windows Installer Issue
Issue This message appears when trying to install NBS Building/Landscape Resolution 1. Send the customer the following file: Building - X:\Customer...
Wed, 23 Feb, 2022 at 9:53 AM
Internal - Logging Upsell/Sales Opportunities
How to Create an Opportunity and Activity Access the customer's contact record in Pivotal and click on "New Opportunity": By doing it thi...
Tue, 18 Jun, 2019 at 4:01 PM
Internal - Splitting Licences in Pivotal
If a customer has a 2 seat network licence and they wish to split this into either 2x 1 seat network licences or a 1 seat network licence and 1 standalone t...
Tue, 18 Jun, 2019 at 4:01 PM
Internal - Change of Invoice or delivery contacts
Updating of Contact Name – Invoice and/or Delivery Email financesalesledger@thenbs.com if there has been a change
Wed, 23 Feb, 2022 at 9:53 AM
Internal - Hexadecimal Error
1Get the data in from the customer.2Preview the specification for yourself to find out which section has the Hexadecimal error.3Print preview the spec to ide...
Wed, 23 Feb, 2022 at 9:53 AM
Internal - Data Repair
1 Request the data from the customer (.Spec/.Spex/caftab file etc) 2 On SharePoint browse to the following location: Documents>Data Repairs https://th...
Thu, 10 Jun, 2021 at 10:50 AM