Custom Fields Data Definitions
| Field | Description | Notes |
| Estimated Usage |
Can be used in reporting and to track estimated usage. |
Informational Only |
| External OrderID | Can be used in reporting and to track any external system order IDs. | Informational Only |
| External Account ID | Can be used in reporting and to track any external system account IDs. | Information Only |
| Customer VIP Status | Can be used in reporting and to implement a rating system for customer service support. | Informational Only |
| Referral Phone Number | Used to track referrals. | Informational Only |
| Referral Name | Used to track referrals. | Informational Only |
| Referral Date | Used to track referrals. | Informational Only |
| Referral City | Used to track referrals. | Informational Only |
| Referral State | Used to track referrals. | Informational Only |
| Password Question 1 |
One of two password questions / answers that is used by the TBS Login Page "Forgot Password" and "New User" processes to ensure the identity of the user trying to change a password. |
The options can be maintained by choosing Drop Down Menus from System Administration.
|
| Password Question 2 | One of two password questions / answers that is used by the TBS Login Page "Forgot Password" and "New User" processes to ensure the identity of the user trying to change a password. |
The options can be maintained by choosing Drop Down Menus from System Administration.
|
| Password Answer 1 | Corresponding answer to Password Question 1 | |
| Password Answer 2 | Corresponding answer to Password Question 1 | |
| Waive Late Fees |
Used to override any late fees regardless of days late. |
If set to "Yes", then no Finance Charges (Late Fees) will be applied to the account. |
| Credit Risk | Can be used in reporting and to track any accounts that may impose a credit risk | Informational Only |
| Collections Exempt | Can be used in reporting and to track any accounts exempt from in house collection processes. | Informational Only |
| Payment Plan | Can be used in reporting and to indicate if the account is on an in house payment plan. | Informational Only |
| Credit Limit Amount | Can be used in reporting and indicate any credit limit that may be imposed in house. | Informational Only |
| Arc Opt Out | Can be used in reporting and to track any accounts who have opted out of the accounts-receivable check conversion. | Informational Only |
| ACH |
If the client is configured properly (i.e., Application setting of SPEC_CheckCustomFeildsToAllACHsForCustomers), then this flag will be considered in showing / hiding the Bank Accounts tab on the Billing Information tab to the customer. |
Note: This hiding/showing functionality applies to the customer view only. Not to internal TBS users. |
| Suppress Tax Detail | Used by XML output print clients to display taxes in a different way on the invoice. | |
| Do Not Suspend | Can be used in reporting and to track any accounts exempt from in house suspend processes. | Informational Only |
| Email Opt Out |
Can be used in reporting and to track if accounts want to opt out of email communication. If clients has the application setting ShowGeneralOptOut set, then this field is will trigger an Alert message on the Customer screen when the account is first accessed. |
|
| Reason Cancelled | Can be used in reporting and to track reasons accounts may have cancelled their service. |
The options can be maintained by choosing Drop Down Menus from System Administration.
|
| Reason Retained | Can be used in reporting and to track reasons accounts may have been retained after a threat of leaving. |
The options can be maintained by choosing Drop Down Menus from System Administration.
|
| T&C Accepted Date | Date the customer accepted the Terms & Agreements from the Customer Portal. |
Note: Not currently in place for all customer portals. Coming soon. Additionally, tools in TBS will be developed to upload new Terms & Conditions as well as mass clear this data when new terms are uploaded forcing the customer to accept the new terms before proceeding to the customer portal. |
| T&C Accepted IP | IP Address the customer accepted the Terms & Agreements from the Customer Portal. |
Note: Not currently in place for all customer portals. Coming soon. Additionally, tools in TBS will be developed to upload new Terms & Conditions as well as mass clear this data when new terms are uploaded forcing the customer to accept the new terms before proceeding to the customer portal. |
| External Agent ID | Can be used in reporting and to track any external Agent information | Informational Only |
| Deposit | Can be used in reporting and to track any deposit information made outside of Transactions | Informational Only |
| Deposit Date | Corresponds with the Deposit field above | Informational Only |
| Credit Score | Can be used in reporting and to track any account credit score information | Informational Only |
| Receive Emails of New Services and Promotions | Can be used in reporting and any in house email marketing methods | Informational Only |
| Receive Emails from Partner Promotions | Can be used in reporting and any in house email marketing methods | Informational Only |
| Emails to be sent in Plain text or HTML Format | Can be used in reporting and any in house email marketing methods | Informational Only |
| UC External ID | Can be used in reporting and to track external Unified Communication system IDs | Informational Only |
| TPV Recording Request | Can be used in reporting to track Customer requests for a Third Party Verification recording. | Informational Only |