Customer Module
| How do I get here? | Customers Menu ► Search Customers Menu ► Inventory ► Account Customers Menu ► Recently Viewed ► Account |
| Purpose |
The Customer Module provides access to all components of the system that are built off the main customer record including Notes, Documents, Orders, Tickets, Locations, Products and Billing Information. When loading a customer, users can customize their user settings to determine which tab they want to land on (Communications, Account Summary or Customer Information). The top header will show key customer information across the top of the screen which includes quick links to edit the Bill To location information as well as link directly to Transactions via the Balance link. Please be sure to see the Tab Overview below for a complete list of all tabs available in this module and links to additional information for each. |
| Security/Permissions | Customers Module |
| Taxing Impact |
Various throughout tabs - see individual tabs for taxing implications |
| Commissions Impact |
Various throughout tabs - see individual tabs for commissions implications |
| Data Field Definitions |
Various throughout tabs - see individual tabs for data definitions |
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 for reference.
| Tab | SubTab(s) |
|---|---|
| Account Summary | |
| Customer Information | |
| Locations | |
| Linked Accounts (only shows on Corporate accounts) | |
| Communications | Notes |
| Letters | |
| Task Tickets | |
| Documents | |
| Facilities | |
| Orders | |
| Billing Information | Invoices |
| Transactions | |
| Unbilled CDRs | |
| PayBill | |
| Credit Cards | |
| Bank Accounts | |
| Automatic Payments | |
| Security Deposits | |
| Products | |
| Traditional Products | |
| Voice Services | |
| Local | |
| Long Distance | |
| Tollfree | |
| Calling Card | |
| Cable | |
| Internet | |
| Dedicated | |
| Voice mail | |
| Wireless | |
| Devices | |
| Fixed Charges | |
| Misc Charges | |
| Integrated Products | |
| Products | |
| Details | |
| Account Codes | |
| Alerts | |
| Users | |
| Change Password | |
| Impersonate Customer | |
| Metrics | Status Changes |
| Field Level Changes | |
| User Access Trail | |
| Activity Log |