Configuration Options

Group 

Field Name 

Require 

Default 

Restrict

Notes 

Basic Info 

Account Type 

Account Status 

Account Number 

Account Manager 

Customer Name 

Disallow Checks/ACH

This lets you flag accounts with a history of bad check writing. Flagged customer accounts will not be allowed to make ACH payments through Desktop Client, Customer Care, and OnlineBill. For these customers, only guaranteed funds will be allowed for payments (i.e. cash or approved credit card transactions). This can help reduce returned check fees.

Note

Identifying bad check writers is a manual process and establishing criteria is up to individual carriers.

This setting is also available in Desktop Client You only need to flag the account in one application or the other (i.e. flagging the account In Customer Care also flags the account in Desktop Client and vice versa). You can restrict which users can toggle this setting in both applications. In Desktop Client the setting is restricted by permission profiles. In Customer Care the setting is restricted by Groups in Customer Field Settings.

Disable E-Pay Notifications

This lets you disable E-Pay notifications for the account. When the property is set, the account will be omitted from IDI platform notifications that use the E-Pay Account Notifications or E-Pay Transaction Notifications data sources. The E-Pay Account Notifications and E-Pay Transaction Notifications data sources will omit accounts where the EPayNotificationOptOut property is set to true.

When creating a new customer, the new Disable E-Pay Notifications property defaults to unchecked. Note: This property is not available for Prospect accounts.

Market 

Sales Associate 

State 

Region 

Zone 

Currency 

Language 

Establish Date 

CPNI Opt In 

Tax Information 

All Tax Information fields considered as a single group. 

Credit Information 

DOB 

SSN 

FEIN 

DL # 

DL State 

Duns # 

Accessibility 

All Accessibility fields considered as a single group.