Reachable by link
These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open.
12 steps · 10 questions · 10 screens on this shelf
The screens on this shelf
Records
Customer Sites
One customer, several places. Purposes are independent flags because one site is very often both ship-to and bill-to.
Open
Records
Customer · Selling Context
The same account seen from one of your own business units — different terms, different price list, different salesperson, and all of them right.
Open
Records
Customer · Financial
Terms, payment method, how invoices are grouped and what happens when they do not pay — at account level, or overridden per site.
Open
Records
Customer · Credit Profile
The limit, what it is made of, what happens when it is reached, and what security is held against it. Reviewed on its own cycle by different people.
Open
Records
Customer · Relationships
Who acts for whom. A parent that pays a subsidiary, a buying group, a guarantor — and whether the exposure rolls up.
Open
View
Interaction Events
The transfers, the holds and the conference joins — what a supervisor reads when a customer says they were passed around four times.
Open
View
Recipients
One row per person per broadcast, with what became of it — and why it was not sent where it was not. "No consent", "hard bounced before", "duplicate address" and "on the suppression list" are four different problems and three of them are fixable.
Open
Workspace
Utility Account 360
One account on one page: premises and services, meters and the usage chart, bills, payments, balance, arrangements, service orders and the contact log.
Open
View
Bill Lines
The charges on each bill, block by block.
Open
View
Arrangement Installments
Each installment of each arrangement: due, paid, missed.
Open
Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.