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Key Features:
- Search for customer information by customer name, customer number, address, phone, fax, master account number, or bill-to number. Locate customer equipment information by equipment ID, model/serial number, or program type. Look up customer personnel information by person name or phone number.
- Include all customer and equipment records in the search, or exclude temporary customer and equipment records from the search.
- Use single-position (#) and multiple-position (*) wild cards when entering search terms.
- Limit the search results available for display based on the user's level of security access.
- View columns of data that include—when applicable—temporary customer indicator, temporary equipment indicator, model number, serial number, equipment ID, program type, checking account number, personnel first name, personnel last name, phone, cell phone, personnel type, customer number, customer name, customer name 2, phone, fax, address, address 2, city, state, postal code, country code, bill-to customer number, master account number, average monthly usage, product number, and three user-defined columns of information.
- Sort, group, and filter search results using any column or combination of columns in the grid.
- Access a grid containing the following information for each piece of equipment owned by a specific customer: model number, serial number, equipment ID, program type, site, install date, key operator, and three user-defined columns of information.
- Access a grid containing the following information for each meter defined for a specific piece of customer equipment: meter description, meter reading, meter read date, and average monthly usage.
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