Articles (6)

Customer Information

Customer Information

Searching Conversations by Keyword

In this article, you will learn to search for a Conversation using the Keyword "SENT", The use of a Keyword is optional, but can be created when you enter information in the Conversation Entries section on the Conversations page.

Updating a Customer Conversation

In this article you will add a new Promise to Pay comment for the amount past due.

Updating Customer Information

In this article, you will learn the steps to update the information of an existing AR/Billing customer in the UGA Financial Management System.

Viewing Customer Activity

In this article you will learn how to view Customer Information in The UGA Financial Management System.

Viewing Customer Address Information

In this article, you will locate the record for the searched customer.