Customer Details in Members AreaThe contact view displays information stored in CentreBill
against the customer. The screen below illustrates the following:
- Key customer information (Client ID, Name and Company) which cannot be changed by the customer as these parameters uniquely identify the customer based on their contract with the service provided
- Fields with shaded boxes next to them which can be edited by the customer, thus enabling them to manage their own information online
The customer would simply type any changes into the editable fields and click on the Update Details
button. They will then need to confirm their changes before they take affect and are written to the database. As soon as the customer confirms the change in details, the CentreBill database is updated with the new information and all changes are recorded in the Notes
section next to the customer's record in MI9. This practice ensures there is a full audit trail on any online changes made. Furthermore, the changes are also recorded in the Audit Trail log in the System Admin
area. The customer is then presented with a view showing the changes that have been made. This provides the customer the opportunity to further change their details if desired. |
