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.