Customer and Billing Account Notes Screen Buttons and Links

Customer and Billing Account Notes Screen

Adding Notes

Fields

 

Name

Type

User Access

Result

Back

Button

Available to CIMS Account Manager role

Returns user to previous page

Save

Button

Available to CIMS Account Manager role

Saves data as it currently displays in the account

Save & Exit

Button

Available to CIMS Account Manager role

Saves data as it currently displays in the account and returns applicant to Customer (or Billing) Account page

Save & Next

Button

Available to CIMS Account Manager role

Saves data as it currently displays in the account and displays the next Create Customer (or Billing) Account tab