Viewing Customer History for a Premise

Below the header of the Premise page, you can view information about the customers who currently or previously had service at the premise. The Customer History section of the screen includes:

• A list of the three most recent customers to have service at the premise. If a customer currently has service, the Active badge displays next to the customer name. Each record in the list includes:
  • The customer name
  • The service types that were active
  • The dates when the customer had active service
  • A list of the related contacts (if available)
• A link to view a list of all customers who have had service at the premise is displayed if there are more than three customers with history. When you click on this link, the system displays the Customer History drawer.

To access detail about any of the customers, you can click on the customer's name on the Premise screen or in the Customer History drawer to open the Customer Dashboard.

This image shows an example of the Customer History section of the Premise screen:

Figure 6-2 Customer History

Access Customer History From the Premise Screen

To access customer history information from the Premise screen:

1. Access the Premise screen.
2. From the Customer History section, complete one of these actions:
   • Click on the name of a customer from the initial list.
   • Click the View all customers link to open the Customer History drawer, and then click on the name of a customer.
3. The system displays the Customer Dashboard for the selected customer.