Context Zone

The Context Zone contains basic information about the Person / Account / Location on which you are working.

Person

This part of the context area contains the person's standard information. Note, this information is formatted by a plug-in algorithm on the installation record . Refer to the base package's person information algorithm for an example. If you prefer different formatting logic, your system administrator should configure the system appropriately

Account ID

This part of the context area contains the unique identifier of the account and the name of its main taxpayer.

Adjacent to the account ID appears a "check digit". This is for information purposes only and is not needed to operate the system. Refer to the Description of Page section under Account - Main for a description of how "check digit" is calculated.

Below Account ID , the account's Current Balance and Payoff Balance are displayed. Payoff Balance will be hidden when it's the same as the Current Balance . Refer to Current Amount versus Payoff Amount for more information.

Location

If the account has an obligation linked to a characteristic location, the location address is displayed. Note, the address information is formatted by a plug-in algorithm on the installation record . Refer to the base package's location format algorithm for an example. If you prefer a different format, your system administrator should configure the system appropriately