Creating a Customer Account

Customer Account Screen

Fields

Buttons and Links

Editing a Customer or Billing Account

Creating a customer account is a quick and simple process. Six tabs on Create Customer Account page provide the fields that are necessary for entering customer specific information. Each tab must be completed in order, from left to right. When the first tab is completed and saved, the second tab opens.

The first step in creating a customer account is to complete the Customer Account tab fields on Create Customer Account page. The Customer Name is required; the rest of the information can be saved throughout the account creation process. If the account is saved, but not submitted, the CIMS Account Manager can return to CIMS multiple times to complete it.

The following tabs must be completed.

·        Customer Account (parent account information)

·        Contact Information (name, email, and phone numbers)

·        Insurance Information (insurance type, identification number, policy number and expiration date)

·        Security Information (bond and letter of credit numbers, values and expiration dates)

·        Attachments (documents attached for reference)

·        Notes (an optional tab available to enter information that is pertinent to the account)

To create an account:

1.      Click the Create Customer Account link.

2.      The Create Customer Account page appears.

3.      Enter the Customer Name and other contact information

4.      Click Save. An account number is assigned to the customer and the status of the customer account displays as Preliminary.