Current Context Zone
The Current Context Zone contains basic information about the customer on which you are working.
A maximum of three rows may appear:
• The first row contains a person
context menu and the person's name. You can click on the person's name to transfer to the
Person - Main page. Note, the person's name is formatted by a plug-in algorithm on the
installation record. Refer to the base package's name format algorithm for an example. If you prefer different formatting logic, your system administrator should configure the system appropriately.
• The second row contains an account
context menu and the account's:
◦ ID and check digit
◦ The primary name of the main customer
◦ Customer class
• The last row contains a premise
context menu and the premise's address and premise type. Note, the address information is formatted by a plug-in algorithm on the
installation record. Refer to the base package's premise format algorithm for an example. If you prefer a different format, your system administrator should configure the system appropriately.
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