https://wiki.dialcustomersolutions.com/ 2026-05-06T11:57:01+00:00 https://wiki.dialcustomersolutions.com/ https://wiki.dialcustomersolutions.com/lib/tpl/dokuwiki/images/favicon.ico text/html 2026-03-22T05:02:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:add_chargebacks_sheet&rev=1774155732&do=diff How to add recent chargebacks to the CB spreadsheet We need to update the CB sheet every day and let ADMIN Uknow when it is ready for processing. They will follow the instructions from our wiki to blacklist the customers and cancel their subs. CB Tracker text/html 2026-03-22T05:02:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:chargebacks&rev=1774155732&do=diff How to process chargebacks from the CB spreadsheet Any customer who disputes a charge with their bank (chargeback) must have their subscriptions cancelled as quickly as possible. This will avoid incurring additional charges which will also likely be disputed. text/html 2026-03-22T05:13:43+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:check_daily_shipments&rev=1774156423&do=diff How to Check For Held Shipments and Adjust Trial Dates We need to update the CB sheet every day and let ADMIN Uknow when it is ready for processing. They will follow the instructions from our wiki to blacklist the customers and cancel their subs. CB Tracker text/html 2026-03-22T04:58:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:check_held_shipments&rev=1774155514&do=diff * *Check for Held Orders** 1. Goto OMS portal with login 2. Click Orders in the left nav bar. This will take you to the orders page. 3. Click Saved Filters on the right side and select “Orders Held Back” 4. Click Apply button 5. Look at each row in the search results. On the right hand column text/html 2026-03-22T05:01:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:check_hold_on_crm&rev=1774155699&do=diff How to check Fulfillment Shipping Holds in CRM We have to check twice a week to make sure we don't have held orders in Konnektive CRM as well as in OMS. 1. Log in to Konnektive CRM 2. Click All Reports in the navigation bar on the left. Then select text/html 2026-03-22T05:04:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:check_inv_levels&rev=1774155855&do=diff * *How To Check Inventory of Labels** 1. Login to OMS portal 2 Click Inventory in the nav bar on the left. 3. Search for all results with the word “label” in them. These show label inventories that need 1 week to be ordered. 4. If any label inventory is less than 1000, escalate the issue. text/html 2026-03-22T04:58:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:create_management_report&rev=1774155492&do=diff Weekly report: Calls per hour, per day, per week Tasks completed Log (CB,RMA,Emails,Check Held Shipments,Cancel CSV upload to VX,Etc) text/html 2025-11-19T05:05:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:heldshipment&rev=1763528728&do=diff How to add recent chargebacks to the CB spreadsheet We need to update the CB sheet every day and let ADMIN Uknow when it is ready for processing. They will follow the instructions from our wiki to blacklist the customers and cancel their subs. CB Tracker text/html 2026-03-22T03:30:17+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:invalid&rev=1774150217&do=diff How to Fix Invalid Address text/html 2026-03-22T03:47:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:mid_addknk&rev=1774151242&do=diff Add MIDs to KNK 1. Ordered List ItemUnordered List ItemLogin to KNK : Using Milla Meadows LLC Account 2. Ordered List ItemOrdered List ItemClick “+” sign to add a new Gateway 3. Fill out the form like the screenshot below. * Unchecked AMEX text/html 2026-03-22T04:59:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:mid_addvx&rev=1774155588&do=diff Add MIDs to VX Portal 1. Login to VX Portal : Using Admin Level Access 2. Use the left navigation bar to go to “Straight Sale Continuity” and then “Gateways” section. 3. Click “New Gateways” to get to the screen to enter in the gateway info for the MID. text/html 2026-03-22T05:02:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:mid_check&rev=1774155732&do=diff MID/Gateway Checking We are utilizing a variety of MIDs/Gateway or Payment Processors. Sometimes, for some reason – few of these processors might stop on working. In order for us to monitor which MID/s are working and which are not, we have to do some testing from time to time and perform Gateway Rerouting if needed to keep the charges from coming through. text/html 2026-03-22T03:24:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:mid_reroute&rev=1774149866&do=diff test text/html 2026-03-22T05:02:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:mid_testknk&rev=1774155768&do=diff Testing the MID in KNK to make sure it is processing and works 1. Login to KNK: Using Admin Account 2. Go to “CRM” and then “Campaigns” in the left nav menu 3. Find the “Mid and Fulfillment Test” campaign at the bottom and click the blue “edit” button. text/html 2026-03-22T03:26:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:mids&rev=1774150000&do=diff * BeautifulSkinStore.Club - Priority Synovus * BeautyAndHealthProducts.Club - NMA Evolve * BetterWellnessAndHealth.Club - Priority Synovus * elitehealthandbeautystore.com - SignaPay * freshandslimhealthstore.com - Priority Synovus * hqbeautyandhealth.com - Esquire text/html 2026-03-22T02:20:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:process_rmas&rev=1774146035&do=diff To update RMAs for FDC: RMA TRACKER <https://docs.google.com/spreadsheets/d/1kuO72fpvgpvnCEHDFEHjZIqQcQIMGixcFeDAzUJHw6Y/edit#gid=325023542> FDC PORTAL <https://oms.fulfillment.com/> user support@dialcustomersolutions.com / goldink1234 1.Open the RMA Tracker spreadsheet in a new window. Make sure you are in the tab for the correct month, and locate the last entry in the RMA TRACKER text/html 2026-03-22T00:41:21+00:00 Anonymous (anonymous@undisclosed.example.com) https://wiki.dialcustomersolutions.com/doku.php?id=admin:upload_cancel_report&rev=1774140081&do=diff How to Upload the Daily Cancel Report 1. Download the DCS Cancels/Extensions Sheet as CSV File. 2. On your CSV File, look for the first entry of the day and delete all previous entries, date, agent and note columns. 2. Login to Click Verify Portal