The EverBright software platform allows users with administrative access to submit forms for changes to documents, channel partners, equipment, financing products, incentives, operations workflow and product rules directly from the platform. Each request will have a series of detailed questions so that our technical team receives the necessary information to complete the request as efficiently and as accurately as possible.
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Canned Response for Successful submission of Account Update Form
Hello <Customer’s Name>,
We have received your form for this request. Thank you for filling it out!
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Best Regards,
<Representative’s Name>
Canned Response for
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submission of Account Update
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Forms using the previous method
Hello <Customer’s Name>,
Thank you for requesting updates/changes to your <Form Type>. Your information will be processed by the appropriate department and you will be notified once all steps are completed. As an added convenience to you, we have provided the ability to input your request directly from the platform following the steps below. Today’s submission will be processed by the appropriate department and you will be notified once all steps below:are completed. Please note the updated method below for future account updates/ changes.
Navigate to your Organization Settings wheel.
Select Account Updates from the left vertical ribbon and view a description of the opportunity
From the account settings menu, you can select from a drop-down list of account update surveys
Once the appropriate form is chosen, you will be directed to the input screen.
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