Customers

Type:    Form
Description: Customer's list management form.
Items:


Search
Includes various customer accounts' search options.
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Find
Executes search based on predefined criteria.
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Clear
Clears any selected criteria - resets the form to its original state.
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Customer Code
Search criteria to locate customers by the customer code within the system.
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Payment Plan ID
Search criteria to locate customers by the payment plan ID.
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Customer Type
Search criteria to locate customers by a particular type.
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Person
Indicates that customer's type is person.
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Organization
Indicates that customer's type is organization.
First Name
Search criteria to locate customers with a specific name by entering either full or partial name.
Last Name
Search criteria to locate customers with a specific name by entering either full or partial name.
Create Date
Search criteria to locate customers created within the specified date range.
Either beginning or end date is necessary.
Phone
Search criteria to locate customers by the phone number.
Email
Search criteria to locate customers by the email address.
Credit Card#
Search criteria to locate customers by the credit card number.
Bank Account#
Search criteria to locate customers by the bank account number.
Balance
Search criteria to locate customers by the balance.
Active
Search criteria to locate customers by a particular activity status.
Agent
Search criteria to locate customers by a particular agent.
Sent Date
Search criteria to locate customers by the sent collection date.
Either biginning or end date is necessary.
Age
Search criteria to locate customers by the age.
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Age
Allows to select an appropriate date range.
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0-31
Searches for accounts that are between 0 and 31 days old in terms of outstanding date.
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31-61
Searches for accounts that are between 31 and 61 days old in terms of outstanding date.
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61-91
Searches for accounts that are between 61 and 91 days old in terms of outstanding date.
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91-121
Searches for accounts that are between 91 and 121 days old in terms of outstanding date.
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121+
Searches for accounts that are more than 121 days old in terms of outstanding date.
Current
Indicates whether the current age should be used as a search criteria.
Action Status
Search criteria to locate customers by a particular action status.
Priority
Search criteria to locate customers by a particular collections priority.
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Low
Indicates that collections priority is low.
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High
Indicates that collections priority is high.
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New Skip
Indicates that collections priority is new skip.
New
Allows to create a new customer. Opens Form: New Customer

Customer Account List
Includes the list of customer accounts located based on the search criteria specified.
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Customer Code
Identifier of the object used for references; auto-incremented integer value.
References: Customer.Id
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Name
First name of the customer. This field is set for both person and organization types of customers. For organizations, this field is used for the first name of the company's contact person.
References: Customer.First Name
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Last Update
The date when the account was updated the last time.
References: Customer Account.Last Update Date
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Action Status
Reference to the entity that represents possible statuses of the customer account.
References: Customer Account.Status
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Age
Customer's age.
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Balance
Current balance of the customer's account.
References: Customer Account.Balance
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Agent
Collections' agent responsible for this account.
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Assign agent
Allows to assign the agent for the customer from the list of available agents.
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View Customer
Allows to see detailed information about the selected customer's record. Opens Form: View Customer
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New Sale
Allows to create a new sale for the selected customer. Opens Form: New Customer
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Membership Portal
Allows to move to the membership portal.
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