Customer Account Overview Mobile Applications Overview

You use the Customer Account Overview mobile applications to review the financial status of a customer on your mobile devices. The financial information available for review includes the selected customer's:

• Credit information, including limits, credit messages, credit and collection managers, and available credit amounts.

• Invoice aging data, which shows whether the customer is current or past-due on their payments.

• Contact information, which includes names, phone numbers, email addresses, and addresses.

Additionally, you can use the Customer Account Overview mobile applications to:

• View customer address information.

• View customer contacts.

• Add customer contact information to your device.

• Use mapping and navigation features of your device to locate the customer site.

• Send emails to customer contacts.

• Call customer contacts (smartphone only).

This table lists the applications that are available to review customer account information:

Type of Application	Additional Information
Base EnterpriseOne Application	Use these applications in the JD Edwards EnterpriseOne system to review customer account information: Customer Master (P03013) Account Balance Inquiry (P03B218) Address Book Revisions (P01012) Revise Who's Who (P0111) Revise Phone Numbers (P0115) Contact Information (P01111)
Tablet Application	Mobile Customer Account Overview - Tablet (M03B230)
Smartphone Application	Mobile Customer Account Overview - Phone (M03B231)

Before using the Customer Account Overview tablet or smartphone application, you must perform the following setup and configuration tasks:

• Set the processing options for the mobile applications.

  Complete this task in the EnterpriseOne system.

• Validate the customer search type.

  Complete this task in the EnterpriseOne system.

• Set field display preferences.

  Complete this task using the mobile devices.

• Run the Credit Analysis Refresh program (R03B525) to update customer account information.

  Complete this task in the EnterpriseOne system.

• Set the privacy settings for contacts on your iOS device to determine whether you can add contacts from the application directly to the contacts on your device.

  Complete this task using the iOS mobile devices.

  This button is enabled by default in Android devices.