Getting started
The following frequently asked questions relate to getting started with Client360.
Will the Compliance information from ServicePoint be brought over to Client360?
Yes, you can access compliance documents currently stored in Publications through the Publication module within Client360. The PUB numbers are the same.
When will I receive my login information?
At approximately 5 AM ET the day you go live, each ServicePoint contact at your organization will receive an email from Client360@fiserv.com that will contain detailed access information, including the Client360 URL and your secure access credentials.
How will I access Client360?
At approximately 5AM ET the day you go live, each ServicePoint contact at your organization will receive an email from Client360@fiserv.com that will contain detailed access information, including the Client360 URL and your secure access credentials.
Who at my company will be notified about the migration to Client360?
At approximately 5AM ET the day you go live, each ServicePoint contact at your organization will receive an email from Client360@fiserv.com that will contain detailed access information, including the Client360 URL and your secure access credentials.
For the closed cases that are migrated over from ServicePoint, how far back will those go?
Closed inquiries are available on the Client360 Dashboard for 12 months after the close date.
If we have issues getting started, is there a support process?
If you have questions regarding Client360, support will be available Monday – Friday, 8 a.m. to 8 p.m. ET and Saturday, 8 a.m. to 6 p.m. ET via the following methods:
Email: Client360support@fiserv.com and include your organization name, contact name, contact phone number and question.
or
Call: 402-979-7568, Conference ID: 761 016 065#
Can you send me our user names and link to Client360?
At approximately 5AM ET the day you go live, each ServicePoint contact at your organization will receive an email from Client360@fiserv.com that will contain detailed access information, including the Client360 URL and your secure access credentials.
Will the case numbers change when cases are migrated from ServicePoint to Client360?
No, the identifying numbers will stay the same when cases are migrated to Client360.
Is there a set up fee for getting started in Client360?
No, there is no fee to get started or use Client360.
I deleted my original login email. How can I get that information again?
Please contact Client360support@fiserv.com and include your organization name, contact name, contact phone number and question.
Where do I find the list of URLs that need to be whitelisted?
The list of whitelist sites can be found on the Get Started with Client360 Resource page. This includes trusted sites, trusted domains, and trusted emails.
Aside from logging in and getting our users set up, what else do we need to do to prepare for Client360?
There are several things you can do to prepare for Client360, including whitelisting relevant sites. For more information, please see the Get Started with Client360 Resource page.
Will there be a test site available before we go live with Client360?
There is not a test site for Client360. At approximately 5AM ET the day you go live, each ServicePoint contact at your organization will receive an email from Client360@fiserv.com that will contain detailed access information, including the Client360 URL and your secure access credentials.
Is Client360 being rolled out to all clients at once, or is it a gradual roll-out?
We are migrating clients to Client360 over the span of a couple of months. You will start using Client360 on XXX.
Who at my company will have access to Client360?
We are migrating existing ServicePoint users to Client360. After you start using Client360, Admins can create new users from the Admin Portal in Client360. Detailed information will be available on the Client360 Resource pages.
Will existing preferences be brought over for each user or will they need to reset them in Client360?
We are migrating your existing preferences for each user to Client360.
What information will be migrated over from ServicePoint?
We will migrate all ServicePoint users to Client360, and will include the product and preferences associated with each user. Existing cases (both open and closed) will also be migrated to Client360.
Will existing cases (both open and closed) be migrated into Client360?
Yes, existing cases will be migrated over to Client360.
Will my current product mappings and relationships be available in Client360?
Yes, we are migrating your existing products and relationships to Client360.
How do I make sure that I am getting the right notifications?
You can set your notification and product preferences in your Profile, in the Portal Information tab. Client360 uses this data to manage inquiry notifications and display preferences.
Once Client360 starts, will I still be able to go into ServicePoint?
You will have access to ServicePoint for two days after your go-live date.
Will we lose documentation in the migration from ServicePoint to Client360 like we did with the C3 migration?
You will not lose access to documentation in the migration to Client360. You will access Knowledge Articles and Publications from Client360. For now, you will continue to access documentation as you have been. Future enhancements will make documentation available in Client360, so keep an eye on the What's New section.