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CSR (customer service record) access?
I've been asked to provide a CSR (customer service record) and am told I can access via BusinessDirect. Can someone provide stpes on where to locate these records in BusinessDirect? Thanks!
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ATTBusinessCare
Community Support
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3.1K Messages
7 years ago
Hello @nrshep
Here are the steps:
1. Log in to ATT BusinessDirect at http://att.com/businessdirect.
2. Click View, Analyze and Pay your Bill.
3. From the "Reports" drop-down menu, select Reports. The "Reports Home" page appears.
4. Select the invoice month of interest from the "Invoice Month" drop-down menu.
5. Select the account number of interest from the "Accounts" drop-down menu, using the scroll bar as needed.
6. To access a Customer Service Record report, do one of the following:
-For ATT bellSouth accounts, look under the heading "Bellsouth Specific Services" and the subheading "at a Glance" to find the "CRIS Customer Service Records."
-For ATT SBC accounts, look under the heading "SBC Specific Service" and the subheading "usage reports" to find "Informational Product and Service Details."
7. To quickly generate a report you have located and view the results on your screen, select the blue icon on the left of the report name.
-If you prefer to see your report in Microsoft Excel, click the green icon to the left.
-If you prefer to see your report as an Adobe PDF File, click the pink icon to the left.
Hope this helps.
Chris
Social Media Manager
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ATTBusinessCare
Community Support
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3.1K Messages
7 years ago
Hello @nrshep
Thank you for reaching out on our Business Community. You can register here: https://www.corp.att.com/accountmanagement/
Chris
Social Media Manager
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nrshep
Tutor
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4 Messages
7 years ago
Is this a response to my question? I've already registered. I'm asking about how to access a CSR record via a BusinessDirect Account.
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ATTBusinessCare
Community Support
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3.1K Messages
7 years ago
Hello @nrshep
Just wanted to check-in if these steps help you?
Thank you.
Chris
Social Media Manager
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nrshep
Tutor
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4 Messages
7 years ago
Hi Chris, I'm following the instructions and am on Step 5... I don't see any reference to Bellsouth Specific Services OR SBC Specific Service. Can you please provide further instruction? Thanks, Nola PS I've attached a Screen Shot.
-For ATT bellSouth accounts, look under the heading "Bellsouth Specific Services" and the subheading "at a Glance" to find the "CRIS Customer Service Records."
-For ATT SBC accounts, look under the heading "SBC Specific Service" and the subheading "usage reports" to find "Informational Product and Service Details."
1 Attachment
CSR Request Screen Shot.jpg
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ATTBusinessCare
Community Support
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3.1K Messages
7 years ago
Hello @nrshep
Thank you for reaching out on our Business Community. We understand this can be frustrating and we apologize about the inconvenience. I will be happy to help with your request!
Please send me a private message by click here https://forums.att.com/t5/notes/privatenotespage/tab/compose/note-to-user-id/3512576
Please include the following information.
Full Name:
Preferred Contact #:
Preferred Time to be contacted (include time zone):
Email Address:
Account #:
Address:
Business Name:
Thank you,
Social Media Manager
Lisa
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tonybvas
Contributor
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1 Message
6 years ago
will try i am enrollled inpaperless , I dont have and copy of any bill and i need all of 2016 for the IRS Audit
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ATTBusinessForums
Administrator
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26.2K Messages
6 years ago
Hello @tonybvas,
Thank you for your recent posting. We appreciate your participation within the Business Community. I'll be more than happy to take a look at this for you and assist with your request. Please send me a private message by clicking here (http://go.att.com/3fa6af63) and be sure to include the following details so I can help:
Name:
Business Name:
Address:
Account Details:
Contact Number:
Email:
Thank you,
Lisa
Social Media Manager
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