Viewing the 360° Information of an Account

Procedure

To view the 360° information of an account:

  1. Search for the account in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the account whose details you want to view.

    The Account tab appears in the Customer 360° Information screen. It contains the following zones:

  3. View the basic details of the account in the Account Information zone.
  4. View the persons to which the account is linked in the Account Persons zone.
  5. If required, you can view the details of the person to which the account is linked in the Person tab.
    Note:

    If you are viewing the 360° information of a parent customer, the following zones appears in the Person tab when you click the View (The View Icon) icon corresponding to the account in the Account Persons zone:

    • Person Information

    • Person Characteristics

    • Linked Accounts

    • Person Legal Hierarchy

    • Customer Contacts

    • Enrolled Products

    • Product Enrollment Information

  6. View the products for which the account is enrolled in the Enrolled Products zone.
  7. If required, you can view the details of the product for which the account is enrolled in the Product and Pricing tab.
    Note:

    If you are viewing the 360° information of a parent customer, the following zones appears in the Product and Pricing tab when you click the View (The View Icon) icon corresponding to the product in the Enrolled Products zone:

    • Product

    • Price List Assignments

    • Associated Price Items

    • Price List Price Items

    • Effective Price Assignments for Account

  8. View the automatic payment options defined for the account in the Auto Pay Details zone.
  9. View the characteristics of the account in the Account Characteristics zone.
  10. View the number of customer contacts, bills, and payments created for the account in a particular month in the Timeline zone.
  11. View the billing summary of the account in the Billing History zone.
  12. If required, you can view the details of the bill created for the account in the Bill Information screen.
    Note:

    If you are viewing the 360° information of an account, the following zones appears in the Bill Information screen when you click the View (The View Icon) icon corresponding to a bill information in the Billing History zone:

    • Bill Information

    • Settlement Activities

    • Hold Details

    • Offset Details

    • Bill Line Items

    • Garnishment Details

    • Refund and Write Off Details

    • Dispute Details

  13. View the bill payment details of the account in the Payment History zone.
  14. View the dispute requests created for the account in the Dispute Details zone.
  15. View the details of the hold request for the accounts whose bills are kept on hold in the Hold Details zone.
  16. View the details of the overdue process initiated for the bills of the account in the Overdue Process Details zone.
  17. View the trial bills which are created for the account in the Trial Bills zone.

Related Topics

For more information on... See...
How to search for an account Searching for an Account
Customer 360° Information screen Customer 360° Information
Account tab Customer 360° Information - Account
Person tab Customer 360° Information - Person
Product and Pricing tab Customer 360° Information - Product and Pricing
Bill Information screen Bill Information