Enhanced Inquiry - Customer View
Use the Customer View to view and manage demographic information for customers. This includes customer name and mailing address, contact information, customer user-definable fields, notes, messages, ACH information and online access information.
Notes:
Owner
and Tenant
icons display on the Inquiry banner
to indicate if the customer has an owner and a tenant. If you
are viewing owner information, you can click Tenant to quickly load
the customer information for the tenant in the view. And, click
Owner to switch to viewing the owner information.
The Customer View is only available in the EDIFICE Enhanced Inquiry.
From the Enhanced Inquiry, click View and then click Customer.
Enhanced Inquiry - Customer View Example:
Enhanced Inquiry - Customer View Prompts Note:
Each section of the view can be expanded or collapsed to
suit your needs. To collapse a section, click Collapse
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Customer Tools There are several tools you can use for maintaining customer information. |
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Tools |
Customer Tools explanation:
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Customer Information This area shows the customer name and address. This information can be edited.
For details on maintaining this information, see |
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Customer Information |
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Contact Information This area shows the phone numbers, email address and customer identification information.
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Contact Information |
Contact information for the customer can be edited.
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Customer User Definable Information In this area you can view and maintain information specific to your organization. Because these fields are custom to your organization, the fields in the documentation may not match the fields on your screen.
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Customer Notes Use the customer notes section to add extended notes about the customer. These notes only display in this area.
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Notes Tools |
The following tools are available:
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Customer Messages This area shows messages attached to the account. Up to 3 user-defined message codes can be assigned to the account. The messages will display in certain places and can be included on several types of statements and notices for the customer. To select a defined message, click a choice in the drop-down list.
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Customer ACH and Online Access Information Use this area to view customer ACH and online access information.
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ACH Setup |
Use this area to view and maintain the ACH information for customers who wish to make automatic ACH payments for their utility bills. |
Online Access |
Use this area to view the online access information for the customer. This information is maintained using the Customer Web Information wizard.
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