Customer Information Zone

The Customer Information Zone is a grid that contains information about the current person and account. Pushing the button adjacent to the information transfers you to an appropriate page. The following table lists the type of information that may appear in this zone and the page to which you will be transferred if you push the adjacent button.

Note:

Rows are suppressed if the related data is blank for the person / account.


Label	What Is Displayed	Drill Down Transfers You To
Account ID	The account's unique identifier (i.e., account ID) is displayed	An account context menu has been provided (allowing you to drill to a variety of account-oriented pages)
Main Customer	The main customer's name. Note, the person's name is formatted by a plug-in algorithm on the installation record. Refer to the base package's name format algorithm (PERS-INFO) for an example. If you prefer different formatting logic, your system administrator should configure the system appropriately	A person context menu has been provided (allowing you to drill to a variety of person-oriented pages)
Set Up Date	The account's setup date	Account - Main
CIS Division	The account's CIS division	Account - Main
Customer Class	The account's customer class	Account - Main
Bill Cycle	The account's bill cycle	Account - Main
Current Credit Rating	The account's current credit rating	Account - C&C
Next Credit Review Date	The next date on which the account's debt will be reviewed by the account debt monitor. Refer to When Is An Account's Debt Monitored for more information.	Account - C&C
A separate row is displayed for each characteristic linked to the account. Each row's label is the characteristic type's description. If the characteristic is future dated, the effective date enclosed in parentheses prefixes the description.	The characteristic's value	Account - Characteristic
Auto Pay Source	The account's auto pay source	Account - Auto Pay
A separate row is displayed for each miscellaneous person linked to the account. Each row's label is the person relationship type's description.	The main name of the miscellaneous person	A person context menu has been provided (allowing you to drill to a variety of person-oriented pages)
Budget Plan	The account's budget plan	Account - Budget
A separate row is displayed for each characteristic linked to the person. Each row's label is the characteristic type's description.	The characteristic's value	Person - Characteristic
A separate row is displayed for each telephone number linked to the person. Each row's label is the phone type's description.	The telephone number	Person - Main
A separate row is displayed for each identifier linked to the person. Each row's label is the ID type's description.	The person identifier value Note: The system supports encryption for Person Identifier. If your implementation has configured the system to encrypt Person Identifier, the data will be displayed with a masked value; such as, *******.Refer to Encrypting Sensitive Data for more information.	Person - Main
Email Address	The person's email address	Person - Miscellaneous
Service Provider.	The service provider's name and a description of the service provider's billing relationship as of the effective date.	SA Relationship - Main

Warning:

This zone does not support User Interface Masking. If your implementation masks any of the information that appears on this zone, you must disable it and implement a zone that will mask your data appropriately. The demonstration system provides a sample zone that your implementation can import and then customize if necessary; this zone's code is CI_CIMAP. To disable the base package zone simply deny access to its associated application service. You should only grant access to your new Customer Information zone.