Viewing Customer History for a Premises

Below the header of the Premise page, you can view information about the customers who currently or previously had service at the premise. The Customer History section of the screen includes:

• A list of the three most recent customers to have service at the premise. If a customer currently has service, the Active badge displays next to the customer name. Each record in the list includes:
  • The customer name
  • The service types that were active
  • The dates when the customer had active service
  • A list of the related contacts (if available)
• A link to view a list of all customers who have had service at the premise is displayed if there are more than three customers with history. When you click on this link, the system displays the Customer History drawer.

Access Customer History From the Premise Screen

To access customer history information from the Premise screen:

1. From Account 360, search for the billing account you want to view.
2. Click on the Premise and Service Details button at the top of the screen.
3. The Premises drawer opens where you can view all of the premises associated with your selected billing account.
4. Click on the premises you want to view.
5. From the Customer History section, review the list of customers who have history with the selected premises.

   Note:

   If you have the Agent Service role, you can click on the customer's name to view additional information about the customer. Users who do not have Agent Service roles, and have only Key Account Manager roles, can't click on the customer.