Customer Context Zone
Along with the Premise
Context Zone, the Customer Context Zone is an alternative to
the Current Context Zone. It contains basic information about the
customer on which you are working. When a person or account is in
context, the following information appears:
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Customer Name
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Primary Person Identifier
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Account ID. When the person in context is the main customer on multiple accounts, this will appear as a drop down, allowing for selection and switching between these accounts in context.
-
Current Balance
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Aged Debt Bar. If the account's Current Balance is greater than zero, a colored bar is displayed adjacent. This bar provides information about the age of the account's debt.
-
CIS Division. This appears only when multiple divisions exist.
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Customer Class
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Related Financially Responsible Persons
Note: The base package delivers this zone configured on the
Dashboard Portal but with the Display turned off by default.
To enable the Customer Context zone, navigate to your User -
Portal Preferences, open the Dashboard portal settings and
turn on the Display option for the Customer Context zone.