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:

  • Business

  • Bill Group

  • Group

  • Broker

  • Person

  • Parent Customer
Person's Mailing Address Displays the mailing address of the person.
Person ID Displays the person ID.
Note: Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.

On clicking the Broadcast (The Broadcast Icon) icon corresponding to an account, the following zones appear in the Account tab:

  • Account Information

  • Auto Pay Details

  • Account Financial and Collections Summary

  • Account Characteristics

  • Open Bills

  • 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 (The Filters Icon) icon in the upper right corner of this zone.

Related Topics

For more information on... See...
How to setup the C1-ASOBLLNG feature configuration Setting the C1-ASOBLLNG Feature Configuration