How do I set the customer default values?

Define the default values for Setup New/Modify Existing Customers.

Use the default value to set the city, state, zip code, area code on a phone number, and so on. Defining commonly used values as the default value will make setting up a new customer faster because you won't need to key it in manually each time.

Contents

How do I set the customer default values?
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1. Setting the default values

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Log into CIMS and look up KB2715: Connect Utility Management Setup New Customer (23m30s). Setting up a new customer starts at the 9 minutes 51 seconds marker.

Setting the default values

1. Open Connect Utility Management > Customers > Modify Existing Customers.

2. Open File > Defaults (SHIFT+F8).

A Modify Existing Customers screen displays the current default values. You can set a default value for any field in the Modify Existing Customer screen.

3. Enter the default value.

Select or type in the default value. If you're typing a value, enter it exactly as you want it to appear in the field.

Here's a list of fields that are often set with a default value:

City, State, Zip Code, Country
Mail Route
Area Code on Telephone
Customer type

4. Click Save (CTRL+S).

The default values are saved for Setup New Customers and Modify Existing Customers.