Tracey Smith
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Activity overview
Latest activity by Tracey Smith-
Tracey Smith created an article,
Ezidebit api key & connect
To enable your Ezidebit integration to make requests to the Utilmate API, you'll need to create an API Keys (Public Key and Digital Key). These keys are required when you connect to Ezidebit in Uti...
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Tracey Smith created an article,
Stripe api key & connect
To enable your Stripe integration to make requests to the Utilmate API, you'll need to create an API Keys (Secret Key and Publishable Key). These keys are required when you connect to Stripe in Uti...
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Tracey Smith created an article,
GoCardless api key & connect
To enable your GoCardless integration to make requests to the Utilmate API, you'll need to create a access token (API Key). This token is required when you connect to GoCardless in Utilmate (Main...
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Tracey Smith created an article,
Compliance - AV and EIEP
For New Zealand electricity retailers the below AV and EIEP reports are available. These are reports required by the NZ Electricity Authority on a monthly (generally) basis and can be run at any ti...
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Tracey Smith created an article,
Better offer bill messages
The Australian Energy Regulator (AER) has developed a mandatory billing guideline setting out how Australian retailers must prepare and issue bills to residential and small customers. Under the Be...
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Tracey Smith created an article,
MyAcount - add new contact
An existing customer can easily add a contact by logging into MyAccount and navigating to the My Details page. In the MY CONTACTS section, click on the Add New Contact button. Enter the new cont...
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Tracey Smith created an article,
Other - Work order report
The Work Order report displays work order raised for a selected date range or network note (building). It can be run at any time from the Reports menu, Other and select Work Order Report. FILTER...
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Tracey Smith created an article,
Login - 2-Step Authentication
2-step authentication is an extra layer of security used to ensure that users attempting to gain access the Utilmate CRM account are who they say they are. A user enters their username and password...
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Tracey Smith commented,
Thanks Christian, I've updated the article.
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Tracey Smith created an article,
MyAccount move in email validation
Protect your database from fake, disposable, & bad email addresses entering your system by validating the email address at the point of capture. As a user inputs their email address into your move-...