Customer Profile

Customer Profile

Add Edit Delete

Description

This function is displayed after performing Find a Customer. This function enables the user to perform the following actions depending on their security profile:

Add a Customer by following the data entry below
Review/update information for a Customer following the data entry below
Delete a Customer

Data Entry

*Required Fields

Field Name	Purpose\Usage
*Social Security Number	Effective with 3.0 if SSN is not available populate with customer ID. Format of 9 digit SSN has been removed
* Customer ID	Value must be entered. May be same as CID in SSN field.
Drivers License	If entered, Up to 25 characters available
Title	Value must be from drop-down list.
*First Name	A value must be entered.
Middle Name	None.
*Last Name	A value must be entered.
Suffix	Value must be from drop-down list.
Prior Name	A value must be entered
*Gender	Value must be from drop-down
*Date of Birth	Enter mm/dd/yyyy or use calendar next to entry field.
Enrolled Status Code	If entered, mm/dd/yyyy or use calendar next to entry field.
Customer Since	If entered, mm/dd/yyyy or use calendar next to entry field.
Closed Since	If entered, mm/dd/yyyy or use calendar next to entry field.
Enrolled Status Date	If entered, mm/dd/yyyy or use calendar next to entry field.
Enrolled	If entered, mm/dd/yyyy or use calendar next to entry field.
Estimated Graduation Date	If entered, must be greater than or equal to Customer Since Date.
Customer Web Access Enabled	Choose Yes/No from the drop-down.
Foreign ID	If entered, 15 characters available
Correspondence Option	Choose Paper, Paperless or Both from Drop-Down

Save, Delete Reset, Cancel Guidelines

Save Error

Clicking the Save icon will trigger an edit process that validates the user-entered data. If there are any errors, they will be displayed in a pop-up dialog box as shown in this example:

Click on the OK button to acknowledge the errors and return to the entry form. Modify the field(s) in error and again click the Save button. If there are not any edit errors, the Customer information will be written to the database, and the pop-up update window will be closed. The Customer List will be updated depending upon the selection criteria that were last used. Once the Customer information has been saved, the user can enter address information for the Customer. See below Review/update information for a Customer for additional information.

Delete Customer Error

Note:A Customer cannot be deleted if they are currently associated with one or more Loan/Receivables. The Loan/Receivables must be deleted before the Customer can be deleted.

When the OK button is clicked to acknowledge the Delete action, an edit process is then triggered to ensure that there are no Customer Loan/Receivables. If one or more Loan/Receivables are found, an error message will be displayed in a pop-up dialog box as shown in this example:

"Undelete" a Customer

If the Customer data complies with the edit, the Customer record will be deleted, and the pop-up window will be closed. The Customer List will still reflect the deleted Customer however. This is because the Customer record is not removed until the archive process is run, thereby enabling the user to "undelete" the record.

If a previously deleted Customer record has not been archived from the system, it is possible to "undelete" the Customer by setting the Archive Flag to "No". This will not restore any Loan/Receivable records which were previously associated with the Customer however. The Loan/Receivable records can be individually restored (if they have not been archived from the system) via the Loan/Receivable Details function.

Add/Update/Delete Addresses and Phones

Click on the Add/Update Addresses on the Customer Maintenance screen (circled in the sample screen below) which opens a new window. See Customer Address & Phone Information help for more details.