Customer Wizard Maintenance Menu

The Customer Wizard Maintenance menu contains commands used to open several Wizards pertaining to customer data entry.

Tip: For general information about Wizards, see the Wizard - Introduction.

Directions:

To open the Customer Wizard Maintenance menu, click the following sequence:
Daily Work from the Menu; File Maintenance; Wizard Maintenance; and Customer.
Keyboard shortcut: [ALT] [y] [m] [w] [ENTER]
The table below describes the available options.

Customer Wizard Maintenance Menu Items
Create Customer	Creates a new customer. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [c]
Change Customer ID	Changes the ID of an existing customer. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [h]
Customer Copy	Copies an existing customer's information to a new customer. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [p]
Customer Information	Maintains name and address information, as well as, other demographic information for existing customers. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [d]
Service Information	Maintains general billing service information for customers. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [i]
ACH Information	Maintains ACH information for customers. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [a]
Web Information	Maintains web information for customers. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [w]
Miscellaneous Servicing Information	Maintains miscellaneous servicing information for customers. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [m] Tip: Do not confuse miscellaneous servicing information with the Service Management module. They are separate programs and they do not interface with each other.
Create Payment Plan	Maintains payment plans for customers with delinquent balances. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [c] [ENTER]
Remove Payment Plan	Removes a customer payment plan. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [r] [ENTER]
To Bankruptcy	Moves specified customer amounts to bankruptcy. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [t]
From Bankruptcy	Moves specified customer amounts from bankruptcy. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [f]
Add Message Code Message	Maintains message codes for customers. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [m] [m]
Add Reason Code Message	Maintains reason codes for customers. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [r]
Reverse Check	Reverses checks posted as payments on customers' accounts during the Cash Receipts routines. Keyboard shortcut: [ALT] [y] [m] [w] [ENTER] [r] [r]