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.

Exporting Grid Contents

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You can now export the content of many Customer Care grids to a CSV file. Grids that support this have an Export control in the lower right corner of the grid.

(Show Picture)

Example: Customer Search Results Grid

UG template for Help

Clicking Export exports the grid contents to a CSV file.

(List of Exportable Grids)

  • Balances: Posted tab

  • Corporate Accounts: Tickets

  • Customer Notifications

  • Dashboard: All Assigned

  • Dashboard: Follow-Ups

  • Dashboard: Tickets

  • Dashboard: Workflow Tasks

  • Documents: Search Results

  • E-Pay Accounts: Recent Transactions

  • E-Pay Transactions

  • Inserts and Messages: Inserts

  • Inserts and Messages: Messages

  • Invoices

  • Omnisearch Results: Account/Account Information

  • Omnisearch Results: Adjustments

  • Omnisearch Results: Billing Orders

  • Omnisearch Results: Follow-Ups

  • Omnisearch Results: Journals

  • Omnisearch Results: Orders

  • Omnisearch Results: Payments

  • Omnisearch Results: Service Address

  • Omnisearch Results: Service Address/Account Information

  • Omnisearch Results: Workflow

  • Order History: Billing Orders

  • Order History: Orders

  • Service Addresses: Linked Services

  • Service Details: Feature SKUs

  • Service: Equipment Inventory

  • Service: Service Number History

  • Usage Balance: Details

  • Usage Notification Settings

  • Usage: Service Type Summary

  • Usage: Usage Details

  • Usage: Usage Discount Detail

  • Usage: Usage Summary

  • Usage: Usage Type Summary