Customer Inquiry
View customer transactions in Customer Inquiry. Begin by opening Connect Backflow Management > Customer Inquiry. Backflow Management uses the same Customer Inquiry as the Utility Management application. All of the information for Backflow Management is displayed on the Backflow tab.
Assembly Activity Tab
This tab lists activities to install, remove, replace, test, and so on. It lists the date the activity occurred, the results or follow up action, and the department or individual who requested the activity.
Notification Activity Tab
This tab shows the notifications that have been sent to the customer concerning this assembly.
Assembly 1 and 2 Tab
These tabs show additional information for the assembly.
Detail Tab
Show fields that have been selected by the user to display in Customer Inquiry.
Attachments Tab
View documents, images, PDF's, or files that are linked to the assembly.
Notes Tab
View notes related to the assembly.
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Service Order Inquiry Shortcuts
History Tracking View history for tracked fields. Print Service Orders Print the service order form for the current service order. Modify Existing Customers Open Modify Existing Customers for the customer assigned to the current service order. Create ...How do I use Assembly Inquiry?
You would use Assembly Inquiry to quickly view and review detailed information about a specific backflow assembly. It allows staff to access important records such as assembly details, customer information, testing history, inspection status, ...How do I change my default app for entering payments? (Inquiry)
When a balance is due on an account, the outstanding balance will display in the header section as a link that you can click on to enter a payment. If you're using Connect Cash Receipting, you can choose which Connect application you will use to ...How do I change my default app for entering payments? (Inquiry)
When a balance is due on an account, the outstanding balance will display in the header section as a link that you can click on to enter a payment. If you're using Connect Cash Receipting, you can choose which Connect application you will use to ...How do I change my default app for entering payments? (Inquiry)
When a balance is due on an account, the outstanding balance will display in the header section as a link that you can click on to enter a payment. If you're using Connect Cash Receipting, you can choose which Connect application you will use to ...