The Customer Record

The Customer record is designed to be a one-stop customer service tool which displays customer information and transactions related to a customer, its sites and systems. Users with the appropriate permissions may add, edit or delete information as well as enter new transactions related to the customer.

The Customer record is divided into three main areas:

• The upper left panel displays a graph of the Customer Aging including the net balance due and the total monthly RMR.
• The upper right panel displays summary information from the customer setup.
• The lower panel contains several tabs with data related to the customer. Clicking on each tab displays any existing data. On each tab, if there is a number greater than zero, indicates the number of records for that tab item.

At the upper right of the page are three function buttons:

• Edit: Clicking on the edit button opens the customer setup form where users may update any information as needed.
• Tasks: Users may create tasks for themselves or assign to another user.
• History: Displays a list of all edits made to the customer, and shows which user made the change and what was changed.

When accessing the Sites/Systems tab and opening a site or system record, each of these entities display a new page with multiple tabs similar to the customer record. For more information, refer to the Sites and Systems topics.