Viewing Customer Inquiry Items
Purpose: To view customer inquiries using ctcLink.
Audience: Accounts Receivable staff.
You must have at least one of these local college managed security roles:
- ZC AR Customer Maintenance
- ZD AR Inquiry
- ZZ AR Customer Maintenance
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
You view the detailed item information of a customer to get an overview of your business relationship. You can view different types of customer items, those that are open or closed, or those that are past due or in dispute.
Viewing Customer Inquiry Items
Navigation: Accounts Receivable > Customer Accounts > Customer Information > Account Overview
- The Account Overview search page displays.
- Select the Profile tab.
- Enter Customer.
- Use the Level field to specify the items that you want to include for the customer group to which your customer belongs, if applicable. Available choices are:
- Corporate
- Correspondence
- No Relationship
- Remit Form
- Select Search.
- The Profile page displays. Use it to view customer profile information and use links to view in-process payments and outstanding items.
- Select the Item List link to access the Item List page, where you view a list of open items for the customer.
- The Customer Item Inquiry page displays. Use it to build and view a list of items for a customer that matches your search criteria. Use links to view details for a specific item. The Item List grid displays the results of the search criteria that you selected. It can display a limited number of items.
The maximum number of items that appear in the Item List grid is known as a chunk. Use the arrow buttons to move from chunk to chunk to find items. You define the maximum number of items in a chunk on the Installation Options - Receivables page by entering a number in the Max Number of Rows in Scrolls (maximum number of rows in scrolls) field.
- Select the Grid Action Menu icon and then Personalize from the sub-menu choices to sort by column, reorder, hide, and freeze columns. This enables you to put the key fields that you want to review on the Detail 1 tab and sort the data.
- Click the Select checkbox(s) for your target item(s).
- The Item Action list is used to select an action, to generate a report, or to view information for all the selected items. Your choices are:
- Create a Payment Plan
- Generate A Dunning Letter
- Generate an Open Item Report
- Multi-item Update
- Pay by Credit Card
- Reprint Invoices
- Tie to a New Conversation
- Tie to the Last Conversation
- View Items and Item Activity
- Select the Item Action list and select the desired action.
- Select GO.
- Use the Selected Items page to view information concerning item activity.
- Select OK.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
View the external link to Viewing Customer Inquiry Items. This link will open in a new tab/window.
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