View Customer

Type:    Form

Description: Allows to view information about the selected customer.

Items:

New		Allows a quick creation of objects associated with the customer.

Prev		Allows to move to the previous customer account available in the search result list.

Next		Allows to move to the next customer account available in the search result list.

Close

Closes the form without saving any changes.

Personal

Includes customer's personal information.

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Customer Code

Secondary identifier, which can be used to cross-reference records between TidyPay and integrated systems. See Reference Code for additional information. References: Customer Account.Reference Code

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Edit

Allows to edit customer's code within the system.

Title

Title of the customer. References: Customer.Title

First Name

First name of the customer. This field is set for both person and organization types of customers. For organizations, this field is used for the first name of the company's contact person. References: Customer.First Name

Middle Name

Middle Name of the customer. References: Customer.Middle Name

Last Name

Last name of the customer. This field is set for both person and organization types of customers. For organizations, this field is used for the last name of the company's contact person. References: Customer.Last Name

Suffix

Suffix of the customer. References: Customer.Suffix

Account

Code of Merchant Account to which instance of this object is attributed to. Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code. The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database. References: Customer Account.Merchant Account Code

Gender

Customer's gender.

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Male

Indicates that the customer is male.

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Female

Indicates that the customer is female.

Birth Date

Birth date of the customer. References: Customer.Birth Date

Social Security

Number of the customer's social security. References: Customer.Social Security

Driver's License

Number of the customer's driver license. References: Customer.Driver License Number

Driver's State

State where driver license was issued. References: Customer.Driver License State

Primary Contact Info

Include primary contact information of the selected customer.

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First Name

First name of the customer. This field is set for both person and organization types of customers. For organizations, this field is used for the first name of the company's contact person. References: Customer.First Name

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Last Name

Last name of the customer. This field is set for both person and organization types of customers. For organizations, this field is used for the last name of the company's contact person. References: Customer.Last Name

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Street

Street of customer's residence.

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Bad

If checked, the street is invalid.

City		City of customer's residence.

State

State of customer's residence.

ZIP Code

Customer's zip code.

Home Phone

Reference to the entity that represents number of the customer's home phone. References: Customer.Default Home Phone FK

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Bad

If checked, the home phone is invalid.

Work Phone

Reference to the entity that represents number of the customer's work phone. References: Customer.Default Work Phone FK

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Bad

If checked, the work phone is invalid.

Mobile Phone

Reference to the entity that represents number of the customer's cell phone. References: Customer.Default Cell Phone FK

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Bad

If checked, the mobile phone is invalid.

E-mail

Reference to the entity that represents customer's email address. References: Customer.Default Email FK

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Bad

If checked, the email address is invalid.

Collections Info

Include information concerning third party collections.

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Agent

Collections' agent responsible for this account.

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Priority

Reference to the entity that represents current (or selected) type of priority of the account within the collection process. References: Customer Account.Collections Priority CL

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Sent Date

The date when the account was sent to third party collections. References: Customer Account.Sent Collections Date

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day(s)

Number of days that the account has been in third party collections.

Sent Balance

The balance that was sent to third party collections. References: Customer Account.Sent Collections Balance

Last Action Date

The date when the last action was applied to the account. References: Customer Account.Last Action Date

Last Action

Reference to the entity that represents last action that was taken on the account. References: Customer Account.Last Action FK

Credit Agency

Reference to the entity that represents enumeration of possible policy for credit bureau reporting for this account. References: Customer Account.Credit Agency Status CL

Credit Agency Dispute

Reference to the entity that represents enumeration of possible dispute information types that should be used during credit bureau reporting. References: Customer Account.Credit Agency Dispute CL

Don't Call

Flag indicating that voice calls should not be made on this account.

Don't Mail

Flag indicating that mail should not be sent to this account.

Don't Email

Flag indicating that email should not be sent to this account.

Detail

Includes general information about customer's billing.

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Create Date

Date when the record was created. References: Customer Account.Create Date

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Balance

Current balance of the customer's account. References: Customer Account.Balance

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Account Group

Reference to the entity that represents optional group that the account belongs to (for marketing purposes, etc.). References: Customer Account.Account Group Code FK

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First Billing

The date when the account was billed for the first time. References: Customer Account.First Billing Date

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Last Return

Response code of the last decline or ACH return received on the account. References: Customer Account.Last Return Reason

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Last Return Msg

Response message of the last decline or ACH return received on the account.

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Status

Reference to the entity that represents possible statuses of the customer account. References: Customer Account.Status

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Phase

The current phase of the customer.

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Is Active

Allows reactivating of previously deactivated customer. Indicates whether the record is active in the system. References: Customer Account.Is Active

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Deactivation

Allows to see the reason of account deactivation.

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Bankruptcy

Deactivates the account due to customer's bankruptcy.

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Death

Deactivates the account due to customer being deceased.

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Deactivation

Deactivates the account due to business reasons.

Is Reinstated

Indicates whether the account has been reinstated from collections. References: Customer Account.Is Reinstated

Is Deceased

Indicates the owner of the account is deceased.

Last Update

The date when the account was updated the last time. References: Customer Account.Last Update Date

Last Payment

The date when the last successful payment was collected on the account. References: Customer Account.Last Payment Date

Account Age

The current age of the unpaid balance on the account.

Marketing Email Allowed

Flag indicating whether customer can be contacted with marketing offers over the email. References: Customer.Is Marketing Email Allowed

Billing Email Allowed

Flag indicating whether customer can be contacted with billing issues over the email. References: Customer.Is Billing Email Allowed

Marketing Call Allowed

Flag indicating whether customer can be contacted with marketing offers over the phone. References: Customer.Is Marketing Call Allowed

Default Billing

Includes default billing settings for the account.

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Payment Option

Reference to the entity that represents default payment option to use to collect outstanding invoices that do not have implicit payment option. References: Customer Account.Default Payment Option FK

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Billing Date

Default payment option to use to collect outstanding invoices that do not have implicit billing date associated with the account.

Skip Trace

Includes various skip trace settings for the customer account.

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Last Date

Last date when the skip trace occurred on this account.

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Mode

Enumeration of possible modes for skip trace operations. References: Customer.Skip Trace Mode CL

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Skip Trace Required

Flag indicating whether skip trace is required for this account. References: Customer.Is Skip Trace Required

Account Flags

Includes marker flags that are used during the collection's process.

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Chargeback Requested

The customer has requested the chargeback. References: Customer.Is Chargeback Requested

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Legal Dispute

The customer is having a legal dispute with the merchant. References: Customer.Is Legal Dispute

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Bankruptcy Filed

The customer is bankrupt. References: Customer.Is Bankruptcy Filed

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Cancellation Dispute

The customer is having a cancellation dispute with the merchant. References: Customer.Is Cancellation Dispute

Additional Info

Includes additional information about customer.

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To Be Current

Indicates that the customer is a current one.

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Contract Amount

Contract amount of the customer.

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Contract Balance

Contract prescribed balance amount of the customer.

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Late Fee

Amount of late fee for the customer.

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Return Fee

Amount of return fee for the customer.

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Monthly Payment

Prescribed monthly payment of the customer.

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Payment Count

Number of submitted payments.

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Last Payment Date

Date when the last successful payment was made.

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Emergency Info

Emergency information of the customer.

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Buyer Info

Information associated with a buyer.

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Additional Notes

Any additional information that can be provided about the customer.

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Save

Saves all changes on the form.

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Refresh

Allows to refresh all the provided information.

Addresses

Includes the list of addresses associated with the customer.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Address.Id

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Create Date

Date when the record was created References: Address.Create Date

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Type

Represents the type of selected address. References: Address.Address CL

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Source

Represents the way the address information was obtained. References: Address.Address Source CL

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Street

Street address of the customer. References: Address.Street 1

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City

City of the customer. References: Address.City

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State

State of the customer. References: Address.State

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ZIP Code

ZIP or postal code of the customer. References: Address.ZIP Code

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Last Skip Date

The date when this address was skip traced for the last time. References: Address.Last Skip Trace Date

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Skips Allowed

Indicates whether skip tracing is allowed for this address. References: Address.Is Skip TraceAllowed

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Bad

If checked, the address is invalid. References: Address.Is Bad

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Modify Address

Opens a form where information associated with the address can be modified. Opens Form: Modify Address

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New

Allows to create a new address and add it to the list. Opens Form: Modify Address

Phones

Includes the list of phones associated with the customer.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Phone.Id

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Create Date

Date when the record was created References: Phone.Create Date

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Type

Reference to the entity that represents the available types of current (or selected) phone number. References: Phone.Phone CL

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Source

Reference to the entity that represents information about obtaining the merchant's phone number. References: Phone.Address Source CL

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Phone #

Number of customer's phone. References: Phone.Phone

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Extension

Extension of the phone number. References: Phone.Extention

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Bad Reason

The reason why the phone was marked as invalid. References: Phone.Bad Reason

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Last Skip Date

The date when this phone was skip traced for the last time. References: Phone.Last Skip Trace Date

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Skips Allowed

Indcates whether skip tracing is allowed for this phone. References: Phone.Is Skip Trace Allowed

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Bad

Indicates whether the phone number is invalid. References: Phone.Is Bad

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Modify Phone

Allows to modify the selected phone record. Opens Form: Modify Phone

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New

Allows to add a new customer phone number. Opens Form: Modify Phone

Email Addresses

Includes the list of email addresses associated with the customer.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Email Address.Id

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Create Date

Date when the record was created References: Email Address.Create Date

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Type

Represents current (or selected) type of the email address. References: Email Address.Email CL

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Source

Represents the way the email address information was obtained. References: Email Address.Address Source CL

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Email

Customer's email address. References: Email Address.Email

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Bad Reason

The reason why the email address was marked as invalid. References: Email Address.Bad Reason

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Bad

If checked, the email address is invalid. References: Email Address.Is Bad

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Modify Email Address

Allows to modify the selected email record. Opens Form: Modify Email Address

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New

Allows to create a new email record for the customer and add it to the list. Opens Form: Modify Email Address

Notes

Includes any notes associated with the customer.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Note.Id

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Create Date

Date when the record was created. References: Note.Create Date

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Content

Content of the note. References: Note.Description

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Category

Category of the note.

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Creator

User that created the note. References: Note.Creator Code

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Modify Note

Allows to modify the selected note record. Opens Form: Modify Note

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New

Allows to create a new note about the customer and add it to the list. Opens Form: Modify Note

Contracts

Includes the list of contracts associated with the customer.

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Code

Identifier of the object used for references; auto-incremented integer value. References: Contract.Id

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Name

Name of the contract. References: Contract.Name

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Type

Reference to the entity that represents available types of contracts. References: Contract.Contract CL

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Create Date

Date when the record was created. References: Contract.Create Date

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Effective Date

Date when the terms of the contract start. References: Contract.Effective Date

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Exp Date

Date when the terms of the contract end. References: Contract.Expiration Date

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Status

Reference to the entity that represents possible statuses of the contract. References: Contract.Status CL

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Modify Contract

Allows to see detailed information about the selected customer contract record.

Payment Plans

Includes the list of payment plans associated with the customer.

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Hide

Allows to hide the selected record. When the eye is closed, the record is not visible to the customer through the self-service portal.

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Payment Plan ID

Identifier of the object used for references; auto-incremented integer value. References: Payment Plan.Id

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Create Date

Date when the record was created. References: Payment Plan.Create Date

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Last Billing

The date when the payment plan was billed for the last time.

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Next Billing

The date when the payment plan will be billed for the next time.

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Type

Enumeration of possible types of payment plans. References: Payment Plan.Payment Plan CL

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# Payments

Number of payments left on the payment plan.

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Amount

The amount of money charged every time billing occurs for this payment plan (e.g. amount of the transaction). Value must be submitted in cents without a decimal point. References: Payment Plan.Amount

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Value

Total value of the payment plan. References: Payment Plan.Value

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Renewal

Renewal amount on the payment plan. References: Payment Plan.Renewal Amount

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Tax

Tax charged on the payment plan's amount. References: Payment Plan.Tax Amount

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Payment Option

Reference to the entity that represents payment option used to collect money on the payment plan. References: Payment Plan.Payment Option FK

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Status

Represents current status of the payment plan. The values can be the following: Deferred - indicates that no invoice will be generated in the upcoming billing associated with the payment plan. Current - indicates that the payment plan is active. Freeze - indicates that the payment plan is terminated. After the predefined number of freeze charges are passed, the payment plan will be reactivated automatically. Cancelled - indicates that the payment plan is cancelled. Expired - indicates that all payments associated with a payment plan are made; available only for a fixed payment plan. Unbilled - indicates that no billing occurred since the payment plan has been created. Suspended (deprecated) - indicates that the payment plan is set on hold by the system. Paused - indicates that the payment plan is set on hold by the user. A paused payment plan can be unpaused manually only.

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Next Charge

Status of the next charge that is going to be applied to the payment plan. The values can be the following: Deferred - indicates that no invoice will be generated in the upcoming billing associated with a payment plan. Fixed - indicates that the payment plan has fixed length and will expire after all charges in the plan are processed. Perpetual - indicates that the payment plan has no defined length and will be generating invoices until canceled. Complimentary - indicates that the payment plan has no defined length and every generated invoice will be automatically waived by issued adjustment. Freeze - indicates that the payment plan will be terminated.

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View Payment Plan

Allows to view the selected payment plan. Opens Form: View Payment Plan

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New

Allows to create a new payment plan and add it to the list. Opens Form: New Payment Plan

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Cancel Payment Plan

Allows to cancel a payment plan.

Scheduled Payments

Includes the list of scheduled payments associated with the customer.

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Code

Secondary identifier, which can be used to cross-reference records between UniPay and integrated systems. See Reference Code for additional information. References: Scheduled Payment.Reference Code

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Create Date

Date when the record was created. References: Scheduled Payment.Create Date

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Due Date

Due date of scheduled payment. References: Scheduled Payment.Due Date

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Create Invoice

Indicates whether the creation of an invoice is required. References: Scheduled Payment.Is Invoice Required

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Amount

Amount of the scheduled payment. The amount element defines the amount of the transaction. Supply the value in cents without a decimal point. References: Scheduled Payment.Amount

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Creator

User that created the scheduled payment. References: Scheduled Payment.Creator Code

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Payment Option

Reference to the entity that represents payment option used to collect money on the scheduled payment. References: Scheduled Payment.Payment Option FK

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Status

Reference to the entity that represents enumeration of possible statuses of the scheduled payment. References: Scheduled Payment.Status CL

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Modify Scheduled Payment

Allows to modify the selected scheduled payment. Opens Form: New Scheduled Payment

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New

Allows to create a new scheduled payment and add it to the list. Opens Form: New Scheduled Payment

Payment Options

Includes the list of payment options associated with the customer.

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Hide

When the eye is closed, the record is not visible to the customer through the self-service portal.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Payment Option.Id

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Create Date

Date when the record was created. References: Payment Option.Create Date

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Number

Number of a payment card or bank account. References: Payment Option.Number

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Exp Date/Routing #

The date when the payment option ends.

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Active

Indicates whether the record is active in the system. References: Payment Option.Is Active

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Bank

Reference to the entity that represents information about the bank that holds the account. References: Payment Option.Bank Info FK

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Modify Credit Card

Allows to review and modify the selected credit card. Opens Form: Modify Credit Card

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Credit Card

Allows to add a new credit card to the list. Opens Form: Modify Credit Card

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Bank Account

Allows to add a new bank account to the list. Opens Form: Modify Bank Account

Account Transactions

Includes the list of account transactions associated with the customer.

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Hide

Allows to hide the selected record. When the eye is closed, the record is not visible to the customer through the self-service portal.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Account Transaction.Id

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Create Date

Date when the record was created.

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Due Date

Date when the transaction becomes effective. References: Account Transaction.Due Date

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Type

Type of the account transaction.

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Description

Description of the transaction. References: Account Transaction.Note

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Amount

Amount of the transaction in cents (without a decimal point). References: Account Transaction.Amount

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Balance

Remaining balance of the transaction. References: Account Transaction.Balance

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Historical Balance

Outstanding balance resulting historically from this transaction. References: Account Transaction.Historical Balance

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Creator

Code of the user that created the account transaction. References: Account Transaction.Ref Creator Code

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Edit

Allows to edit the creator of the transaction.

View Transaction

Allows to review and modify the selected transaction. Opens Form: View Asset Transaction

Reverse

Allows to reverse the selected transaction.

Payment

Allows to create a new payment. Opens Form: New Payment

Refund

Allows to create a new refund. Opens Form: New Refund

Credit

Allows to create a new credit transaction. Opens Form: New Credit

Fee		Allows to create a new fee. Opens Form: New Fee

Invoice

Allows to create a new invoice transaction. Opens Form: New Invoice

Actions

Includes the list of actions associated with the customer.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Action.Id

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Create Date

Date when the record was created. References: Action.Create Date

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Category

Category of the action.

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Creator

User who created the action. References: Action.Creator Code

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Modify Action

Allows to modify the selected action. Opens Form: Modify Action

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New

Allows to create a new action. Opens Form: Modify Action

Letters

Includes the list of letters associated with the customer.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Letter.Id

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Create Date

Date when the record was created. References: Letter.Create Date

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Category

Category of the letter.

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Status

Reference to the entity that represents enumeration of possible letter statuses. References: Letter.Status CL

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Creator

User who created the letter. References: Letter.Creator Code

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Modify Letter

Allows to modify the selected letter. Opens Form: Modify Letter

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New

Allows to create a new letter and add it to the list. Opens Form: Modify Letter

Emails

Includes the list of emails associated with the customer.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Email.Id

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Create Date

Date when the record was created. References: Email.Create Date

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Category

Category of the email.

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Status

Enumerates the range of values of current email status. References: Email.Status CL

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Creator

User who created the email. References: Email.Creator Code

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View Email

Allows to review the selected email. Opens Form: New Email

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New

Allows to create a new email and add it to the list. Opens Form: New Email

Documents

Includes the list of documents associated with the customer.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Document.Id

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Create Date

Date when the record was created. References: Document.Create Date

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Category

Category of the document.

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Description

Information related to the account transaction. References: Document.Description

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Creator

User who created the document. References: Document.Creator Code

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Modify Document

Allows to modify the selected document. Opens Form: Modify Document

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New

Allows to add a new document and add it to the list. Opens Form: Modify Document

Audit Log

Includes the list of audit logs associated with the customer.

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Date

Date when the record was created References: Audit Log.Create Date

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User

User responsible for the change of data. References: Audit Log.User Code

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Object

Object that got changed. References: Audit Log.Object Code