Customer Summary

Applies to: Customer Center

The Customer Summary is a snapshot of customer information to use when servicing the customer. You can select what information appears for customers by using the Summary Options dialog box. (Located at the far right of the Summary Heading bar.) The information you set up can be saved for all users or a specific user. The system defaults are shown in the tables below.

Summary Heading
	(Receivable Balance)	The customer's current accounts receivable balance. The balance is updated to reflect recent activity each time you access or refresh the page. More...The balance includes on-account monies as well as current and advanced agency-billed invoices. It does not include direct bill deposits, direct bill invoices, or future agency-billed invoices. You must have security permission for Customer Register to see the balance.
	Inactive (Status)	Only displays this status when it applies to the selected customer. Inactive will appear in red, bold, and all caps.
	Prospect/Suspect (Type)	Shown only when it applies to the selected customer.
	(Customer Number)	The AMS360 assigned number for the customer.
	24/7	Shown only for those customers assigned Service 24/7 access.
	(Sticky Notes Icon)	Displays notes for the customer that have been marked as "Make Sticky" on the Notes data entry form. More...

Key information displayed when you open the Summary Section
	Residence, Business, Fax, Fax, and Cell	Displays the customer's phone numbers.
	Email	Displays the customer email address as a link. If the email address is not entered or it is invalid, the link does not appear. More...If you use this link to send the customer an email message, your email program opens for you. Note that sending an email using this tool does not automatically record an activity for it.
	DBA	Displays the DBA (Doing Business As) name, if applicable.
	Notation	Displays a label that can be attached to customers, policies, or submissions that are designed to alert your staff of special conditions about the account.

The items listed above (including headings) do not appear if the data doesn't exist for the selected customer.

For more detailed customer information click Customer Overview in the Views section of the sidebar.

Would you like to...

Change the information you see in the Summary?

The Customer Summary has the following sections:

Available Groups and Fields - selecting a Group shows the fields in the group that you can add to the Summary Heading Fields or a section.
Summary Heading Fields - fields chosen to on the Heading bar of the Summary.
Left and Right Summary Sections: Fields chosen to appear in those sections of the Summary.

Make changes to the customer information?