The Summary tab on the Customer window provides summary-level customer information organized by the following categories:
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Primary Customer Contact
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Name |
Name of the primary contact for this customer. |
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Company |
Name of the primary contact’s company. |
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Street 1 |
Primary address of the customer. |
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City/State/Zip |
Name of the city, state, and zip code of the customer. |
|
|
Primary customer contact email address for the customer. |
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Country |
Country of the individual or company address of the customer. The default value, USA, is assumed in the Country field. |
Customer Attributes
Displays attributes for this customer if applicable. Attributes are used to enter company-specific data not tracked in the IDI platform as standard. For example, you may require a customer to provide a secret word to use when they forget their password. Typically attributes are configured by IDI per your requirements.
Other Information
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Main Billing Number |
The primary phone number used for billing. |
|
Language |
Designates which language the customer prefers for personal contacts and printed bills. Printed bills in languages other than English require customization by your company. |
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Sales Channel |
The member of the sales staff responsible for the sale to this customer account. The information is used for computing and reporting commissions. |
|
Currency |
The currency type (for example, “USD”/US Dollar, and so on.). |
Last Invoice Information
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Invoice # Link |
The number of the most recent invoice that was sent to this customer. Click to view the Invoice window. |
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Invoice Date |
The date the invoice was generated for the customer. |
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Total Amount |
The total amount due as displayed on the most recent invoice. |
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Usage / Free Units |
Click to view the Usage Summary window if applicable. |
Retained Journals, Follow-ups and Trouble Tickets
The bottom portion of the Summary tab displays all journal entries, follow-ups, and trouble tickets that are marked as retained. See Displaying Journal Entries on the Summary Tab , Displaying Follow-Ups on the Summary Tab, and Displaying Trouble Tickets on the Summary Tab (respectively) for additional information.