Customer Information Screen
| How do I get here? | Customers Menu ► Search ► Customer Information tab Customers Menu ► Recently Viewed ► Account ► Customer Information tab |
| Purpose |
The Customer Information Screen provides an overview of the Billing Location (BillTo)information, Agent information and additional terms and customer grouping data. This BillTo location as well as additional locations can also be viewed from the Locations tab. Customer Status and Active/Disconnect Dates can be managed via the Workflow Options module. View Using Statuses With Actions topic for more information on how to trigger status changes and workflow within TBS. |
| Security/Permissions | Customers Module |
| Taxing Impact |
The following fields may have taxing impacts. Be sure to review the Data Field Definitions for more information.
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| Commissions Impact |
The following fields may have commissions impact. Be sure to review the Data Field Definitions for more information.
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| Data Field Definitions | View Here |
Customer Alerts, Warnings and Messages - customer account alerts and messages are displayed in the page header (between the menu and the tabs)
The Tabs provide access to the various records and data associated with the account. The table below list all of the tabs on the Customer Page and includes the Previous Tab Name / Location for reference.
| Tab | SubTab(s) | Previous Tab Name |
|---|---|---|
| Customer Information | ||
| Account Settings | Invoicing | Bill Options |
| Account Codes | ||
| Locations | ||
| Custom Fields | ||
| Communications | Notes | |
| Emails | ||
| Documents | ||
| Facilities | ||
| Orders | ||
| Trouble Tickets | ||
| Billing Information | Invoices | Billing Info - Grids on the Left |
| Transactions | Billing Info - Grids on the Right | |
| Unbilled CDRs | Customers Links->View Unbilled CDRs | |
| PayBillOnline | Payment Options -> Pay Bill Online Tab | |
| Credit Cards | Payment Options -> Manage Credit Cards Tab | |
| Bank Accounts | Payment Options -> Manage EChecks | |
| Automatic Payments | Payment Options -> Automatic Payments | |
| Security Deposits | ||
| Products | ||
| Voice Services | ||
| Local | ||
| Long Distance | ||
| Tollfree | ||
| Calling Card | ||
| Cable | ||
| Internet | ||
| Dedicated | ||
| Voice mail | ||
| Wireless | ||
| Devices | ||
| Fixed Charges | ||
| Misc Charges | Bill Options, Mics Charges button at the bottom of the page. | |
| Alerts | Customers Links -> Customer Alerts | |
| Actions | Invoice Review | Customer Links -> Invoice Review |
| Change Password | Customer Links -> Set Password | |
| Metrics | Status Changes | Customer Links -> View Metrics |
| Field Level Changes | ||
| User Access Trail | ||
| Activity Log | Customer Links -> Activity Log |