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The Customer/Location Information area of the CSI page allows you to view and maintain information about the customer who owns the unit and the location where it is installed.
Note that the fields and features in this
area depend on the configurable settings for the entity, and whether it
is a new or existing record. Your implementation may have different fields
enabled, with different names, and/or may be used in a different way that
fits the needs of your organization.
Unit Owner displays
the owner of the unit. You can choose an existing company from the
drop-down list. Users with specific permissions can add a new unit
owner to the list by clicking the Add
icon, 
. In the Company page that appears, type
the name and information for the new unit owner and click Save.
The Company page will close and the Unit
Owner field will display the new unit owner. Authorized users
can also click the Edit icon,
,
to edit the selected unit owner in the Company page.
The available options for the Category field will vary and are maintained by an application admin.
Location displays the location of the unit. You can choose an existing location from the drop-down list; the available locations are based on the selected unit owner. The address, city, state, zip code and country associated with the location will be displayed in the corresponding fields. Users with specific permissions can add a new location to the list or edit the selected location in the Location page.
The City, State and Country fields are drop-down lists that you can choose from. You can also add, edit or delete cities, states or countries in these lists using the Add, Edit or Delete icons.
Contact Name displays the name of the primary customer contact to communicate with regarding the unit. You can choose an existing contact from the drop-down list. The e-mail, phone and fax associated with the contact will be displayed in the corresponding fields. Users with specific permissions can add a new contact to the list or edit the selected contact in the Contact page.
Contact Area
In the Company field, you can choose a company or click the Add icon to add a new company to the list. The Company page will appear. Once you have entered the company information, click Save to save it and return to the Contact page.
In the Location field, you can choose a location from the list, click the Add icon or choose a location from the list and edit it by clicking the Edit icon. The Location page will appear. Once you have entered the location information, click Save to save it and return to the Contact page.
The available options for the Category field will vary and are maintained by an application admin.
The Associated Systems link runs a report showing the CSI records associated with the currently selected contact. This link will appear only when you are editing an existing contact and when the contact is associated with commissioned serialized systems.
Contact Details Area
Active indicates whether the contact is active. The active status is determined by comparing the Renewal Date to the current date. If the Renewal Date is earlier then the current date, then the contact is inactive. This status can be overridden in the Overridden field.
Overridden allows you to override the Active status for the contact from active to inactive or vice versa.
Note: An application admin maintains the fields that appear in the Contact Details area. Therefore, the fields that appear in your implementation may differ from those mentioned here.
The Company and Contact pages are also available by double-clicking a company or contact record from within report results.
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