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.
Related Articles
Case Inquiry
You would use Case Inquiry to quickly search for and review detailed information about a specific court case. It allows court staff to view case status, charges, court dates, payments, dispositions, participants, warrants, and other related activity ...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 suppress alert messages in Inquiry?
If an alert message is set up on a customer account, the alert message will display on the screen when you enter payments, launch Inquiry, and when you use Cash Receipting to enter a payment. Webinar: Business Tax Return FAQs (at time marker 14m07s) ...Can I print a report for an employee? (Employee Inquiry)
You can use Employee Inquiry to print these reports by employee: Payroll History, Leave report, Benefit Register - Summary, Payroll Register - Details, and Payroll Register - Pay Code Summary. Printing a report for an employee 1. Open Connect Payroll ...