Tabs provide access to different categories of customer information and related functions.
Summary
The Summary tab is the default tab presented when you open a customer account. This tab provides information and functionality related to:
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Primary Customer Contact
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Customer Attributes
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Balance
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Last Invoice
See Account Summary.
Balances
The Balances tab provides information and functionality related to payments, adjustments, invoices, deposits, and store credit (for POS). For further information see Balances Tab.
Notifications
The Notifications tab lets you view notifications that have been sent to a customer, and send new notifications. For further information see Customer Notifications Tab.
Account Detail
The Account Detail tab provides information and functionality related to:
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Billing address
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Tax information
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Credit information
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Reporting information
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Entitlements
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Threshold reporting limits
For further information see Account Details.
Features, Services
These tabs let you view the currently assigned services and features for a customer account, and let you assign new features and services.
The Features tab lets you view and manage customer-level features. These apply to all services assigned to the customer account.
The Services tab lets you view and manage services, and features that are assigned at the service level.
For further information see Catalog Items.
Orders
The Orders tab lets you view and manage all orders for a customer account. For further information see Orders Tab.
Journals, Follow-ups, Troubles
These tabs let you create, track, and manage journal entries, follow-ups, and trouble tickets for a customer account. Trouble tickets may also be created on a global or stand-alone basis. Your system can be configured to display journal entries, follow-ups, and trouble tickets together on the Journals tab; to display each on a separate tab; or to display journals and follow-ups on one tab and trouble tickets on a separate tab. For further information see Journal Entries, Follow-Ups, and Trouble Tickets.
Credit Reports
The Credit Reports tab lets you
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review the results of a credit report request.
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view the details of a credit report.
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request a new credit report for a customer.
This tab is only available for users that have the applicable permissions configured in the Administration Console Security application.
For further information see Credit Reports Tab.
Contacts
The Contacts tab lets you view and edit the contact information for a customer account. For further information see Contacts Information.