The menu bar provides access to account management commands organized under ten menus.
Menu | Command | Description |
Account | Edit Customer | Displays Edit Customer form. See Editing Customer Information. |
New Change Order | Starts the Change Order wizard. See Creating a Change Order. | |
New Catalog Item(s) | Starts the Add Services and Features wizard. See Adding Services and Features. | |
Account Codes | Displays form for managing account code information on a customer account. See Account Codes. | |
Departments | Displays form for managing department information on a customer account. See Adding and Modifying Departments. | |
PreOrders | Displays PreOrder search results for the customer account. | |
Quotes | Displays a list of Quotes associated with the customer. See Working with Quotes in the IDI Desktop Client. | |
Service Address Associations | Displays form for managing service addresses associated with the services in a customer account. See Service Address Associations. | |
TPV Requests | Displays a form for viewing and submitting Third Party Verification requests. See TPV Requests. | |
Usage Search | Displays form for viewing usage for the customer account. See Usage Search. | |
Unit Balance | Displays the balance of applied discounts for a selected service number. See Unit Balance form. | |
Status | Change Reason History | Displays the customer's change order information such as date, service number, type, reason, user and status. |
Market Change History | Displays a list of of Market-related changes for the customer. See Market Change History. | |
Treatment | Displays form for viewing collections information for the customer account. See About Treatment. | |
Corporate Accounts | Displays form for viewing and managing the corporate account structure with which the customer is associated. See Corporate Accounts form. | |
Customer Alert | Displays a form for viewing and managing current pop-up messages for the account. See Customer Alerts. | |
Deposits | Displays a list of Deposit transactions for the customer account. See Deposits form. | |
View | Billing Reports | Displays a form for adding a billing report. See Adding Reports. |
Invoice Messages | Displays a form for adding and maintaining invoice messages on a customer account. See Invoice Messages form. | |
View Event Log | Displays events related to the customer record. | |
View Services | Displays a list of the customer's services. | |
View Directory Listings | Displays a list of the customer's directory listings. See Viewing All Listings. | |
Warranties | Displays a list of warranties associated with the customer's serialized retail products. See Viewing Customer Warranties. | |
Action (Not visible on disconnected customers) | Suspend Customer | Displays a form for suspending one or more services on a customer account. See Suspending Services. |
Hotline Customer | Displays a form for hotlining one or more services on a customer account. See Hotlining Services. | |
Redirect Customer | Displays a form for redirecting one or more services on a customer account. See Redirecting Services. | |
OnlineBill | OnlineBill Users | Displays form for managing OnlineBill users on the customer account. See OnlineBill Users. |
OnlineBill Events | Displays events stemming from OnlineBill activity during the previous six months. | |
OnlineBill Sessions | Displays a list of the most recent OnlineBill login activity. | |
POS | Make Sale | Starts the POS make Sale wizard. See Make Sale. |
AdvancePay | Renew | Opens the Renew AdvancePay Wizard. See Renewing an AdvancePay Service. |
Refund | Displays a list of items available for refund. See Refunding an AdvancePay Service. | |
Auto Renewals | ||
Refresh | ------------ | Click the Refresh menu to refresh the information in the Customer form. |
CPNI | Send PIN | |
Remove PIN | This allows you to remove a PIN from the customer account. | |
Verify PIN | See Verifying a PIN | |
Reports | Customer Usage History filtered by Customer ID | Opens the Run Report dialog for the Customer Usage History report. |
Customer Usage History Export filtered by Customer ID | Opens the Run Report dialog for Customer Usage History Export. | |
Customer Profile filtered by Customer ID | Opens the Run Report dialog for the Customer Profile report. | |
Tax Audit Log Customers filtered by Customer ID | Opens the Run Report dialog for the Tax Audit Log Customers report. |