Viewing the Customer's Profile and Item Information - 20b
Purpose: View a customer's profile and item information using ctcLink.
Audience: Accounts receivable staff.
You can review detailed item information of a customer to get an overview of your business relationship. After you select a customer to review, you can narrow or expand the search criteria and modify items according to your requirements.
Alternatively, you can view all of the customer’s items. After you have narrowed the search by item, you can use dynamic columns to further adjust and display the item information. After organizing this information, you can select page options to add conversations, put items in or out of dispute, create open item reports, or view individual item history.
Viewing the Customer's Profile and Item Information
Navigation: Accounts Receivable > Customer Accounts > Customer Information > Account Overview
You are now at the Account Overview page.
- Click the Profile tab.
- Click in the Customer field and enter the desired information.
The Level list displays the type of customer relationship.
- Click the Search button.
Use the Profile page to view general information of the selected customer such as an overview of customer contact, balance, and item activity information. You can also view topic-specific profiles such as balance, credit, item, or aging information.
- Click the Item List link.
Use the Item List page to build and view a list of items for a customer that matches your search criteria.
Use the Item link to view details for a specific item.
- Click the Add Conversation link to access the Conversations page, where you can create and track ongoing conversations and promises to pay with a particular customer. You can review and update past conversations or record new ones. You can track invoice and payment issues that you are trying to resolve, as well as other customer inquiries
You have successfully viewed a customer's profile and item information.
End of Procedure.