Service Accounts
A customer's utility account: class, cycle, contact, paperless and autopay, the life-support flag, and the deposit and credit the utility holds. Open one for its 360 view.
Where to find it
Address in the console: /crm/util-accounts
List · 12 columns · 12 fields on its form · 1 of them required · 6 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Account | Code | account_no |
| Customer | Text | customer_name |
| Class | Status | account_class |
| Status | Status | status |
| Cycle | Code | cycle_code |
| Services | Number | services |
| Balance | Amount | balance |
| Deposit | Amount | deposit_held |
| Credit | Amount | credit_balance |
| Paperless | Yes or no | paperless |
| Autopay | Yes or no | autopay |
| Life support | Yes or no | life_support |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Customer required | Choice | Looked up from existing records | An existing CRM customer. For somebody new, use Open account with a new customer. |
| Class | Choice | residential, commercial, industrial, municipal, institutional | |
| Billing cycle | Choice | Looked up from existing records | |
| Text | |||
| Telephone | Text | ||
| Mailing address | Long text | Blank: bills go to the service address. | |
| Language | Text | Two letters, e.g. en, es, ar. | |
| Paperless billing | Yes or no | ||
| Life support / critical care | Yes or no | Never disconnected for non-payment while this is ticked. | |
| Life support note | Text | ||
| Hold collections until | Date | ||
| Notes | Long text |
What you can do here
Open account with a new customer primary
Asks for: Customer name* Class Email Telephone Mailing address City State / region Postal code Billing cycle Paperless billing Life support / critical care
Account 360 primary
Start service
Asks for: Premise* Service* Rate plan* Meter Start read Start date
Stop service (move out)
Asks for: Stop date Final read
Transfer service (move in)
Asks for: New account* Premise* Transfer read Transfer date
Close account
Asks for confirmation: Close this account? It must owe nothing and hold nothing.
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.