Account List
The Account List zone lists the accounts of the parent customer and its bill groups. Note that the system lists the accounts of all effective child persons whose person type is set to Bill Group and who are related to the parent customer using a relationship type which is specified in the Person Relationship Type option type of the C1-ASOBLLNG feature configuration. It appears when you are viewing the 360° information of a person whose person type is set to Parent Customer. It contains the following columns:
Column Name | Column Description |
---|---|
Person Name | Indicates the person who is linked to the account. |
Account Information | Displays information about the account. In addition, a context
menu appears corresponding to this column which helps in navigating
to other screens in the application. Note: It has a link. On clicking
the link, the Account screen appears where
you can view the details of the respective account.
|
Person Type | Indicates the type of the person. The valid values are:
|
Person's Mailing Address | Displays the mailing address of the person. |
Person ID | Displays the person ID. |
On clicking the Broadcast () icon corresponding to an account, the following zones appear in the Account tab:
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Account Information
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Auto Pay Details
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Account Financial and Collections Summary
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Account Characteristics
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Open Bills
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Billed Vs Paid
-
Timeline
You can filter the list using various search criteria (such as, Person Name, Account ID, Person Type, and Include Ended Child Person's Accounts) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters () icon in the upper right corner of this zone.
Related Topics
For more information on... | See... |
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How to setup the C1-ASOBLLNG feature configuration | Setting the C1-ASOBLLNG Feature Configuration |