Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Additional Customer Information (Attributes)

Prev Next

This InfoPanel displays customer attributes, if applicable.

(Show picture)

UG template for Help

Note

Attributes are configured via Desktop Client.

  • To edit customer attributes either click the edit (pencil) icon in the gray bar above the InfoCenter. This displays the Edit Customer view. Or navigate to the Account Details view and click Edit.