Accessing Multiple Accounts from the Customer Dashboard

Some contacts have multiple billing accounts with a utility. For example, a contact might have a primary residence and a vacation home, each with a separate billing account. You can view all of the billing accounts associated with a contact from the Customer Dashboard.

Access Multiple Billing Accounts

To access multiple billing accounts from the Customer Dashboard:

1. Access the Customer Dashboard by selecting a record from the Person and Premise Search.
2. Click the arrow next to the person's name to display all of the associated billing accounts. If there is no arrow next to the name, the contact has only one billing account.
3. Click on the billing account you want to view.
4. The system displays the information for the selected billing account.