Editing Contacts, Customers, Prospects, and Premises (Detail Method)

When you receive a call in the utility service center, you might want to view and update detailed information associated with the contact, customer, prospect, or premise. To do so, you can access the main record associated with the caller's inquiry so can view their information and perform any necessary actions. You use the hyperlinks in the Type column to access these detailed records, which vary depending on the record type, as follows:

• Contact: Clicking the Contact hyperlink brings you to the Oracle Fusion Contact page.
• Customer: Clicking the Customer hyperlink brings you to the Customer Dashboard page.

  Note:

  The only customer information you can edit is the customer's communication preferences.
• Prospect: Clicking the Prospect hyperlink brings you to one of these pages:
  • Oracle Fusion Account page: This navigation occurs for businesses that exist only as Oracle Fusion accounts.
  • The Customer Dashboard page: This navigation occurs for all other prospect records, enabling you to view previous account-related data.
• Premise: Clicking the Premise hyperlink brings you to the Premise page.

Use the Detail Method to Edit Contacts, Customers, Prospects and Premises

The caller or premise must exist in the system to complete these tasks using the described steps.

To access the main page for a caller:

1. Search for the caller you want to view.
2. Click the hyperlink in the Type column for the record, which navigates you to the caller's main page as follows:
   • Contact: Clicking the Contact hyperlink brings you to the Oracle Sales and Service Contact page.
   • Customer: Clicking the Customer hyperlink brings you to the Customer Dashboard page, where the only customer information you can edit is the customer's communication preferences.
   • Prospect: Clicking the Prospect hyperlink brings you to the Oracle Fusion Account page or to the Customer Dashboard page.
   • Premise: Clicking the Premise hyperlink brings you to the Premise page.
3. For more information, see:
   • Manage Contacts in the Oracle Sales Automation Library
   • Manage Accounts in the Oracle Sales Automation Library
   • Using the Customer Dashboard
   • Managing Premises