Current Context Zone
The Current Context Zone contains basic information about the customer on which you are working.
A maximum of three rows may appear:
- The first row contains a person context menu and the person's name. You can click on the person's name to transfer to the Person - Main page. 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 for an example. If you prefer different formatting logic, your system administrator should configure the system appropriately.
- The second row contains an account context menu and the account's:
- ID and check digit
- The primary name of the main customer
- Customer class