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AGENT NOTATION FORMAT
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Account number:

Name of the customer:

Reason:

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RK template
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Request Date (Date Today):

Requestor Name:

Citrix ID:

Customer s FULL name:

Account number:

Address:

Type of Credit (RK or One-time): One Time

Credit Amount (Monthly):

Months to Run:

Total Credit Amount:

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Hello Team,

Just a quick reminder to keep us all aligned with the process. This isn’t a new update, just a refresher:

1. O2 SIM Transfers
If a customer accepts or is about to accept a new O2 SIM and asks about transferring their existing O2 number:
✅ Advise them that if their current SIM is under contract, the number cannot be transferred to the new SIM.
✅ Transfers are only possible if the existing SIM is PAYG (Pay As You Go).