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.