Using the Account Header

You use the account header in the Customer Dashboard to view basic information about the entity or account you are viewing and to access additional actions. The account information can include:

  • Contact name
  • Billing account number
  • Customer class
  • Contact phone
  • Contact email
  • Personal identifiers, such as date of birth or social security number.

If the contact you are viewing is attached to multiple utility billing accounts, an arrow appears next to the Account field that enables you to select the billing account you want to view from a drop down list.

This image shows an example of the account header:

Figure 5-2 Customer Dashboard Header


This image shows an example of the Customer Dashboard Header.

In the header of the form, you can Click the View in CIS button to view and manage your customer directly in your Oracle Utilities customer information system. Use this button to view and manage your customer in the customer information system. For information and instructions on how to manage customers, see the Business User Guide associated with your customer information system, which is available in the Oracle Utilities Help Center.

If there are active outages, you can click on the View details link in the outage message that appears in the header of the form to open the Outage Details drawer and view information about active, scheduled, and recently restored outages.

You can also complete these actions from the Actions menu in the header:

  • Create Service Request: Use this option to open a drawer that enables you to quickly create a service request for your customer.
  • Create Note: Use this option to generate a note and attach it to your customer.
  • Create Related Person: Use this option to open a series of drawers that walk you through creating a contact record for a person, associating them with the account, and setting billing and communication preferences for them.
  • Create Payment Plan: Use this option to open a drawer that leads you through the process to identify and select a payment plan for the customer.
  • New Start Service: Use this option to open the start service process in your Oracle Utilities customer information system. Use this process to start service for the selected customer in an additional premise. You will complete this task in your customer information system. For information and instructions on how to complete the start service process, see the "Start/Stop" topic in the Business User Guide associated with your customer information system, which is available in the Oracle Utilities Help Center .
  • Transfer Service: Use this option to open the transfer service process in your Oracle Utilities customer information system. Use this process to transfer service (stop and then start) for an existing customer. You will complete this task in your customer information system. For information and instructions on how to complete the transfer service process, see the "The Transfer Service Process and Request" topic in the Business User Guide associated with your customer information system, which is available in theOracle Utilities Help Center .
  • Update Billing Preferences: Use this option to open the Billing preferences drawer, where you can view and manage the billing preferences for the main contact on the account.
  • Update Communication Preferences: Use this option to open the Communication preferences drawer, where you can view and manage customer contacts, mailing and email addresses, and program enrollment status. See Updating Communication Preferences for additional information.
  • View Related Party - <Name>: Use this option to view a related person. An option appears for each related party. When you select a related party from the menu, the header of the Customer Dashboard changes to display the newly selected person and their contact information.

In this section:

Parent topic: Using the Customer Dashboard