Customer Inquiry - Customer General Location Area

Use the Customer General Location Area of the Customer Inquiry to view the customer's name, associated tenants, general customer billing information and physical location information.  The table following the window example describes the Customer General Location Area for the Customer Inquiry.

Tip:  To quickly view the previous owner or tenant information for the location, click Show Owner/Tenant History on the Service Connections Toolbar.

Directions:

To display the Customer General Location Area of the Service Connections Panel:

  1. The Customer Inquiry window automatically opens when Utility Billing is launched.  
    Tip:  
    To display the Customer Inquiry after starting other windows, click Customer Inquiry on the Edifice Toolbar.

  2. At the Inquire By prompt, click Customer in the drop-down list.

  3. Press [TAB] to move to the Customer prompt, and then enter a valid Customer ID.

    Tips:
     
    To inquire by location, service connection or street name, see the Customer Inquiry - Inquire By Selection Area.
    If the Services & Service Connections Panel does not display, click Show Service Connections .

Customer Inquiry - Customer General Location Area Example:

 

Customer Inquiry - Customer General Location Area Field Descriptions

Tip:  To see more information about a field, click the hyperlink for the field name.

Location ID

Displays the identification for the Location.

Street Index

Displays the abbreviated Town Name, House Number and Street Name for the Location.

Owner ID

Displays the owner's Customer ID.

To view the owner's customer information in the Customer Panel, click Drill Down.

Note:  The Drill Down is only available if there is a tenant associated with the location.

Owner Name

Displays the Owner's First Name, Middle Initial and Last Name.

Tip:  The Owner must be created as a customer regardless of who is financially responsible for the account.

Tenant ID

Displays the tenant's Customer ID, if applicable.

To view the tenant's customer information in the Customer Panel, click Drill Down.

Note:  The Drill Down is only available if there is a tenant associated with the location.

Tenant Name

Displays the Tenant's First Name, Middle Initial and Last Name, if applicable.

Book

Displays the Book Number for the Location.

Cycle

Displays the Cycle Number for the location.

Sequence

Displays the Sequence Number for the Location.

Route

Displays the Carrier Route for the Location, if applicable.

Property ID

Displays the Location's Property ID.

Property Book

Displays the Location's Registry of Deeds Property Book Number.

Property Page

Displays the Location's Registry of Deeds Property Page Number.

Map

Displays the Map Number portion of the Property ID for the Location.

Lot

Displays the Lot Number portion of the Property ID for the Location.

Sub

Displays the Sub portion of the Property ID for the Location.

Type

Displays the Type portion of the Property ID for the Location.

Unit

Displays the Unit portion of the Property ID for the Location, if applicable.

Previous Owner or Tenant Information

Tips:  

To quickly view the previous owner or tenant information for the location, click Show Owner/Tenant History on the Service Connections Toolbar.

The Previous Owner or the Previous Tenant information only displays if there has been a previous owner or previous tenant.

Previous Owner

Displays the Customer ID of the previous tenant for the location, if applicable.

To view the previous owner's customer information in the Customer Panel, click Drill Down.

Removal Date

Displays the Date the owner was removed from the location, if applicable.

Previous Tenant

Displays the Customer ID of the previous tenant for the location, if applicable.

To view the previous tenant's customer information in the Customer Panel, click Drill Down.

Removal Date

Displays the Date the tenant was removed from the location, if applicable.

Other Customer Inquiry