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:

  • Customer Name

  • Primary Person Identifier

  • 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

  • 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.

  • Customer Class

  • Related Financially Responsible Persons

Note: The base package delivers this zone configured on the Sidebar Portal but with the Display turned off by default. To enable the Customer Context zone, navigate to your User - Portal Preferences, open the Sidebar portal settings and turn on the Display option for the Customer Context zone.