Customer Maintenance Window

Use the Customer Maintenance window to add, edit, and view customer information. For example, you can update an address when a customer moves to a new location or update a name to reflect a change from maiden name to married name. Always use the most current information when you update a customer record.

Navigation

The Customer Maintenance window appears when you click a Customer Name link in a transaction window. You can also open the window from the menu and the Search window:

Detailed Description

Common Area

The common area at the top of this window displays basic information about the active customer. Likewise, the buttons on the bottom are for the window as a whole, regardless of which tab is showing. Changes made on any of the tabs in the Customer Maintenance window appear on all applicable tabs after you click Save.

Customer Maintenance window, common area element descriptions

Window element	Usage
Customer Name	Displays the name of the active customer.
	Click the Note icon to open the Notes Management window and add or edit a note related to this customer.
Residency Address	Displays the primary address of the active customer.
Identification	Displays the primary identification type and number listed for the active customer.
Customer #	Displays the system-generated number of the active customer.
Customer Type	Indicates the kind of customer record: individual or organization.
Date of Birth	Displays the date of birth.
Inactivate Customer	Click to inactivate the customer record. Before doing so, first you must complete all business with the customer (meaning all vehicles are transferred out of the customer's name and there are no pending fines, exceptions, etc.), and you must specify a reason in the Inactivated Reason field on the General tab.
Save	Click to save the customer information and close the window. Changes made on any of the tabs in the window appear on all applicable tabs after you click Save.
Cancel	Click to close the window without saving.

General Tab

Use this tab to enter or edit general customer information. Changes made on this tab appear on all applicable tabs after you click Save.

Customer Maintenance window, General tab element descriptions

Window element	Usage
Customer Type	Indicates the kind of customer record: individual or organization. After the customer record is saved, you cannot change the type.
Security Interest Holder	Applicable mainly to MOVRS. Select to designate this customer as a security interest holder. If you select the Security Interest Holder check box, you must enter an address for the customer on the Address tab. Only DMV can designate a customer as an SI holder. If the box is inactive, contact DMV if you need to add or modify an SI holder. Note: A customer who holds an SI does not need to be designated as an SI holder. The SI holder designation is an indication that can help you group and find the major SI holders that you use.
Confidence Rating	Applicable mainly to DRIVS. Displays the confidence rating status for the corresponding customer: authenticated, unique or other. The status rating indicates whether the customer's identification information was verified by a third-party interface, supervisory personnel, or was captured (without verification) by an end user. For more information on confidence ratings, see Authenticating Customers.
Inactivated Reason	Select a reason why you are making the customer record inactive, such as Deceased, Merged, and so on.
Legal Name	If the customer is an individual, the following fields are active: Last Name—Enter the legal last name of the customer. First Name—Type the legal first name of the customer. If you do not know the customer's first name, select the check box next to the red circle. Middle Name—Type the legal middle name of the customer. If you do not know the customer's middle name, select the check box next to the red circle. Suffix—Type the name suffix of the customer. For example, Sr. or Jr. Date of Birth—Type the birth date of the customer. Date of Death—Type the death date of the customer, if applicable. Default Reg Month—Click the month in which the customer's vehicle registration will expire. The default is the month in which the customer was born. Jurisdiction of Record—Click the state in which the customer has a valid driver's license or identification card. If the customer is an organization, the following fields are active: Organization Name—Type the legal name of the organization. Default Reg Month—Click the month in which the organization's vehicle registration will expire. Jurisdiction of Record—Click the state in which the organization has a valid license.
Residency Address	Address Line 1 / Line 2—Enter the street address of the customer. City / State—Enter the city and click the state in which the customer resides. Zip / Country—Enter the zip code and click the country in which the customer resides. Delivery Point—Displays a USPS value indicating the address and zip is associated with a communal postal box. County—Click the county in which the customer resides. Undeliverable—Select when attempts to deliver mail failed. This status indicator is temporary. Clear this check box when a new address is provided and entered in the system.
Mailing Address (optional)	If the customer's mailing address differs from the residency address, enter the following: Address Line 1 / Line 2—Mailing street address. City / State—Mailing city and state. Zip / Country—Mailing zip code and country. Delivery Point—Displays a USPS value indicating the address and zip is associated with a communal postal box. County—Click the county in which the customer resides. Undeliverable—Select when attempts to deliver mail failed. This status indicator is temporary. Clear this check box when a new address is provided and entered in the system.
Identification	Enter up to two forms of identification for the customer. Complete the following fields: Identification Type—Click the kind of identification the customer is providing, such as Dealer License Number, Driver's License Number, SSN, and so on. Identification #—Enter the corresponding identification number. State—If the identification is state-issued, click the state in which it was issued. Country—If the identification is country-issued, click the county in which it was issued.
Contact	Enter up to two methods of contacting the customer. Complete the following fields: Contact Type—Click the type of contact you want to enter, such as Business Email, Business Phone, Emergency, Home Phone, and so on. Contact Value—Enter the corresponding contact value. For example, if you selected a contact type of Home Phone, the value might be 555-555-5555. Preferred—Select when the contact information is the preferred means of contacting the customer. Note: If you specify a contact type of Renewal Email in this field, and then specify an email address and indicate that this is the preferred customer contact method, the system sends registration renewal invitations to this customer by email, not postal mail.

Summary Tab

Use this tab to view a summary of all current and historical customer information on one screen. You can change the as-of date to view the customer record as of a specific point in time. Changes on any of the other tabs will be reflected on this tab after you save. The information in each row is valid from the Effective Date through the End Date.

Customer Maintenance window, Summary tab element descriptions

Window element	Usage
As of Date	Displays the current date by default. You can change this date to view the customer record as of a specific point in time. For example, you can enter a date in the past to view historical customer information.
Core	Displays a history of all primary customer information. You can change the primary customer information on the General and Core tabs. Customer Type—Displays the kind of customer record, such as Individual or Organization. Date of Birth—Displays the date of birth. Date of Death—Displays the date of death. State of Record—Displays the state of record assigned to the customer. Effective Date—Displays the date the core information was added to or changed in the system. End Date—Displays the last date the corresponding row of customer information was valid. For example, the date when the primary residency address for the customer was changed. Active—Indicates whether the customer record is active. Default Reg Month—Displays the month in which the customer is required to renew their registration.
Date of Birth	Displays information about the customer date of birth information. You can change this information on the General tab. Type—Displays the classification for the customer's last name, such as Legal, AKA, Alias, and so on. Date of Birth—Displays the month, date, and year when the customer was born. Priority—Displays the priority of the corresponding row. Effective Date—Displays the date the date of birth was added to or changed in the system. End Date—Displays the last date the information was valid. Updated By—Displays the last user who updated the customer's date of birth. Updated Date—Displays the date when the customer's date of birth was last updated.
Name	Displays a history of all customer name information. You can edit this information on the General and Name tabs. Name Type—Displays the classification of the customer's last name, such as Legal, AKA, Alias, and so on. Last Name—Displays the last name of the customer. First Name—Displays the first name of the customer. Middle Name—Displays the middle name of the customer. Suffix—Displays the name suffix of the customer. No First Name—Selected when a first name was not entered for the customer. No Middle Name—Selected when a middle name was not entered for the customer. Organization Name—If the customer is an organization, displays the name of the organization. Priority—Displays the priority of the name of the customer. Effective Date—Displays the date the name information was added to or changed in the system. End Date—Displays the date the corresponding row of customer information was valid. For example, the date on which a new last name was assigned to the customer. Updated By—Displays the last user who updated the corresponding row of customer information. Updated Date—Displays the date when the corresponding row of customer information was last updated.
Address	Displays a history of all customer address information. You can edit this information on the General and Address tabs. Address Type—Displays the classification for address, such as Residency or Mailing. Address Line 1—Displays the first line of the customer's address. Address Line 2—Displays the second line of the customer's address. City—Displays the city of the customer's address. State—Displays the state of the customer's address. Zip—Displays the zip code of the customer's address. Country—Displays the country of the customer's address. County—Displays the county of the customer's address. Undeliverable—Select when attempts to deliver mail failed. This status indicator is temporary. Clear this check box new address information is provided and entered in the system. Delivery Point—Displays a USPS value indicating the address and zip is associated with a communal postal box. Effective Date—Displays the date the address was added to or changed in the system. End Date—Displays the date the corresponding row of customer information was valid. For example, the date on which a new address was assigned to the customer. Updated By—Displays the last user who updated the corresponding row of customer information. Updated Date—Displays the date the corresponding row of customer information was last updated.
Identification	Displays a history of all customer identification information. You can edit this information on the General and Identification tabs. Identification Type—Displays the type of identification listed in the corresponding row. Identification #—Displays the identification number of the customer. State—Displays the state in which the corresponding identification number was issued. Country—Displays the country in which the corresponding identification number was issued. Priority—Displays the priority of the identification information of the customer. Effective Date—Displays the date the identification was added to or changed in the system. End Date—Displays the last date the corresponding row of customer information was valid. For example, the date on which an updated identification number was assigned to the customer and the corresponding identification number expired. Updated By—Displays the last user who updated the corresponding row of customer information. Updated Date—Displays the date the corresponding row of customer information was last updated.
Contact	Displays a history of all customer contact information. You can edit this information on the General and Contact tabs. Contact Type—Displays the type of contact listed in the corresponding row. Customer #—Displays the system-assigned customer identification number for the customer. Contact Value—Displays the contact information for the customer. For example, if the contact type is Home Phone, the value might be 555-555-5555. Comment—Displays the comment entered on the Contact tab. Preferred—Selected if the contact information in the corresponding row is the preferred method of contact. Undeliverable—Select when attempts to deliver mail failed. This status indicator is temporary. Clear this check box when a new address is provided and entered in the system. Effective Date—Displays the date the contact information was added to or changed in the system. End Date—Displays the last date the corresponding row of customer information was valid. For example, the date on which a contact value was updated for the customer. Updated By—Displays the last user who updated the corresponding row of customer information. Updated Date—Displays the date the corresponding row of customer information was last updated.
Characteristic	Displays a history of all customer characteristic information. You can edit this information on the General and Characteristic tabs. Characteristic Type—Displays the type of the corresponding characteristic. Effective Date—Displays the date the characteristic was added to or changed in the system. End Date—Displays the last date the corresponding row of customer information was valid. For example, the date on which a characteristic was updated for the customer. Updated By—Displays the last user who updated the corresponding row of customer information. Updated Date—Displays the date the corresponding row of customer information was last updated.
Affiliation	Displays a history of all customer group affiliation information. You can edit this information on the General and Affiliation tabs. Group #—Displays the number of the group listed in the corresponding row. Group Name—Displays the name of the group to which the customer belonged. Affiliation Type—Displays the type of affiliation the customer had with the group. Head of Group—Selected if the customer was the head of the group. Effective Date—Displays the date the affiliation information was added to or changed in the system. End Date—Displays the last date the corresponding row of customer information was valid. For example, the date on which the customer's group affiliation ended.
List Membership	Displays a history of all customer list membership information. You can edit this information on the General and List Membership tabs. List #—Displays the number of the list listed in the corresponding row. List Name—Displays the name of the list to which the customer belonged. List Type—Displays the type of the list listed in the corresponding row. County—Displays the county to which the corresponding list is assigned in the system. Effective Date—Displays the date the list information was added to or changed in the system. End Date—Displays the last date the corresponding row of customer information was valid. For example, the date on which the customer's list membership ended.
Personal Info	Displays a history of customer personal information. You can edit this information on the General and Personal Info tabs. Feet—Displays the height of the customer in feet. The feet plus the inches is the total height of the customer. For example, if the customer is 5'10", this value would be 5. Inches—Displays the height of the customer in inches to be added to the feet. The feet plus the inches is the total height of the customer. For example, if the customer is 5'10", this value would be 10. Weight—Displays the weight of the customer in pounds. Gender—Displays the gender of the customer. Eye Color—Displays the eye color of the customer. Hair Color—Displays the hair color of the customer. Ethnicity—Displays the ethnicity of the customer. Race—Displays the race of the customer. Effective Date—Displays the date the personal information was added to or changed in the system. End Date—Displays the last date the corresponding row of customer information was valid. For example, the date on which the customer's weight changed.
Personal Info	Displays a history of additional customer personal information. You can edit this information on the General and Personal Info tabs. Legal Presence—Displays the country of citizenship. Proof of Residency—Displays the method used to prove residency. Military Extension—Displays whether the customer had a license expiration extension due to military service. Medical Alert—Displays whether the customer had a medical alert. Organ Donor—Displays whether the customer was marked as an organ donor. Medical Advance Directive—Displays whether the customer had a living will. Hearing Impaired—Displays whether the customer was hearing impaired. Effective Date—Displays the date the personal information was added to or changed in the system. End Date—Displays the last date the corresponding row of customer information was valid. For example, the date on which the customer's Medical Alert status was changed.
Merged Customers	Displays a history of merged customer records. Customer #—Displays the customer number of the merged records. Name—Displays the name of the merged customer account. Drivers License—Displays the driver's license number associated to this customer. SSN—Displays the Social Security Number associated to this customer. DOB—Displays the birth date associated to this customer. Approved By—Displays the user that approved the customer merge. Approved Date—Displays the date the customer merge was approved. Merged Date—Displays the date the customers were merged.

Core Tab

Use this tab to view core information for the active customer. The information in each row is valid for the customer record from the Effective Date through the End Date.

Customer Maintenance window, Core tab element descriptions

Window element	Usage
Customer Type	Indicates the kind of customer record, such as individual or organization. After a customer record is saved, you cannot change the type.
Date of Death	Displays the date of death, if applicable.
Default Reg Month	Select the month in which the customer's vehicle registration will expire. Usually, the default is the month in which the customer was born.
Jurisdiction of Record	Displays the jurisdiction in which the customer has a valid driver's license or identification card.
Confidence Rating	Displays the confidence rating status for the corresponding customer: authenticated, unique or other. The status rating indicates whether the customer's identification information was verified by a third-party interface, supervisory personnel, or was captured (without verification) by an end user. For more information on confidence ratings, see Authenticating Customers.
Effective Date	Displays the date the corresponding row of customer information became effective.
End Date	Displays the last date the corresponding row of customer information was valid. For example, the date on which a date of death was assigned to the customer.
Type	Displays the classification for the customer's last name, such as Legal, AKA, Alias, and so on.
Date of Birth	Displays the date on which the customer was born if the customer is an individual.
Priority	Displays the precedence of the core information for the customer.
Effective Date	Displays the date the core information became effective.
End Date	Displays the last date the core customer information was valid.
Add Row	Click to add core information to the customer.
Delete Row	Click to delete the active row. You can delete a row only immediately after you add it and prior to saving the customer information.

Name Tab

Use this tab to view, edit, and add name information for the active customer and to view a history of any name changes made in the system. The information in each row is valid from the Effective Date through the End Date.

Customer Maintenance window, Name tab element descriptions

Window element	Usage
Name Type	Displays the classification of the customer's last name, such as Legal, AKA, Alias, and so on. The system allows only one active legal name. To change the legal name, enter it on the General tab. The prior legal name is added to the history as a locked record and also as an alias.
Last Name	Displays the last name of the customer.
First Name	Displays the first name of the customer.
Middle Name	Displays the middle name of the customer.
Suffix	Displays the name suffix of the customer.
No First Name	Selected when a first name was not entered for the customer.
No Middle Name	Selected when a middle name was not entered for the customer.
Organization Name	If the customer is an organization, displays the name of the organization.
Priority	Displays the priority of the name information of the customer.
Effective Date	Displays the date the corresponding row of customer information became effective.
End Date	Displays the last date the corresponding row of customer information was valid. For example, the date on which a new last name was assigned to the customer.
Add Row	Click to add a name to the customer.
Delete Row	Click to delete the active row. You can delete a row only immediately after you add it and prior to saving the customer information.

Address Tab

Use this tab to view, edit, and add address information for the active customer and to view a history of any address changes made in the system. The information in each row is valid from the Effective Date through the End Date.

Customer Maintenance window, Address tab element descriptions

Window element	Usage
Address Type	Displays the kind of address listed in the corresponding row; for example, Residency or Mailing. You cannot change the address type.
Address Line 1	Displays the first line of the customer's address.
Address Line 2	Displays the second line of the customer's address.
City	Displays the city of the customer's address.
State	Displays the state of the customer's address.
Zip	Displays the zip code of the customer's address.
Delivery Point	Displays a USPS value indicating the address and zip is associated with a communal postal box.
Country	Displays the country of the customer's address.
County	Displays the county of the customer's address.
Undeliverable	Select when attempts to deliver mail failed. This status indicator is temporary. Clear this check box when a new address is provided and entered in the system.
Effective Date	Displays the date the corresponding row of customer information became effective. The system sets the effective date for any new or changed record as the current date. The effective date cannot be modified.
End Date	Displays the last date the corresponding row of customer information was valid. For example, the date on which a new address was assigned to the customer.
Add Row	Click to add an address to the customer.
Delete Row	Click to delete the active row. You can delete a row only immediately after you add it and prior to saving the customer information.

Identification Tab

Use this tab to view, edit, and add identification information for the active customer and to view a history of any changes made to that information in the system. The information in each row was valid for the customer record from the Effective Date through the End Date.

Customer Maintenance window, Identification tab element descriptions

Window element	Usage
Identification Type	Displays the kind of identification listed in the corresponding row, such as SSN, Driver's License, and so on. You cannot change the identification type. The system allows only one active identification per type unless it is an AKA type.
Identification #	Displays the identification number of the customer during the active time of the corresponding row.
State	If the identification is state-issued, displays the state in which it was issued. This is selectively required based on the ID type. For example, DL number requires that you enter the state.
Country	If the identification is country-issued, displays the country in which it was issued. For example, passport number requires that you enter the country.
Priority	Displays the priority of the identification information of the customer during the active time of the corresponding row.
Effective Date	Displays the date the corresponding row of customer information became effective.
End Date	Displays the last date the corresponding row of customer information was valid. For example, the date on which an updated identification number was assigned to the customer.
Add Row	Click to add a form of identification to the customer.
Delete Row	Click to delete the active row. You can delete a row only immediately after you add it and prior to saving the customer information.

Contact Tab

Use this tab to view, edit, and add contact information for the active customer and to view a history of any changes made to that information in the system. The information in each row is valid for the customer record from the Effective Date through the End Date.

Customer Maintenance window, Contact tab element descriptions

Window element	Usage
Contact Type	Displays the kind of contact listed, such as Business Email, Business Phone, Emergency, Home Phone, and so on.
Contact Value	Displays the contact information for the customer. For example, if the contact type is Home Phone, the value might be 555-555-5555.
Comment	Displays the comment for the corresponding contact method.
Preferred	Selected if the contact information in the corresponding row is the preferred method of contact during its active time.
Undeliverable	Select if mail delivery attempt failed. This status indicator is temporary, and should be cleared when the new address information emerges and is entered into the system.
Effective Date	Displays the date the corresponding row of customer information became effective.
End Date	Displays the last date the corresponding row of customer information was valid. For example, the date on which a contact value was updated for the customer.
Add Row	Click to add a method of contact to the customer.
Delete Row	Click to delete the active row. You can delete a row only immediately after you add it and prior to saving the customer information.

Characteristic Tab

Use this tab to view, edit, and add personal characteristic information about the active customer and to view a history of any changes made to that information in the system. The information in each row is valid for the customer record from the Effective Date through the End Date.

Customer Maintenance window, Characteristic tab element descriptions

Window element	Usage
Characteristic Type	Displays the kind of the characteristic, such as Active Military, a Disabled American Veteran, a Cash-Only Customer, and so on.
Effective Date	Displays the date the corresponding row of customer information became effective.
End Date	Displays the last date the corresponding row of customer information was valid. For example, the date on which a characteristic was updated for the customer.
Add Row	Click to add a characteristic to the customer.
Delete Row	Click to delete the active row. You can delete a row only immediately after you add it and prior to saving the customer information.

Affiliation Tab

Group affiliations allow you to manage relationships among customers. Use this tab to view, edit, and add group affiliation information about the active customer and to view a history of any changes made to that information in the system. The information in each row is valid for the customer record from the Effective Date through the End Date.

Customer Maintenance window, Affiliation tab element descriptions

Window element	Usage
Group #	Displays the number of the group listed in the corresponding row.
Group Name	Displays the name of the group to which the customer belonged.
Affiliation Type	Displays the kind of relationship the customer had with the group.
Head of Group	Selected if the customer was the head of the group. A group can have only one head at a time.
Effective Date	Displays the date the corresponding row of customer information became effective.
End Date	Displays the last date the corresponding row of customer information was valid. For example, the date on which the customer's group affiliation ended.
Add Row	Click to add a group affiliation to the customer.
Delete Row	Click to delete the active row. You can delete a row only immediately after you add it and prior to saving the customer information.

List Membership Tab

Use this tab to view, edit, and add list membership information about the active customer and to view a history of any changes made to that information in the system. The information in each row is valid for the customer record from the Effective Date through the End Date.

Customer Maintenance window, List Membership tab element descriptions

Window element	Usage
List #	Displays the number of the list listed in the corresponding row.
List Name	Displays the name of the list to which the customer belonged during the active time of the corresponding row.
List Type	Displays the type of the list listed in the corresponding row.
County	Displays the county to which the corresponding list is assigned in the system.
Customer Cross Reference	Displays the customer cross reference information.
Effective Date	Displays the date the corresponding row of customer information became effective.
End Date	Displays the last date the corresponding row of customer information was valid. The date on which the customer's list membership ended.
Add Row	Click to open the Customer List Search window and add a list membership to the customer.
Delete Row	Click to delete the active row. You can delete a row only immediately after you add it and prior to saving the customer information.

Personal Info Tab

Use this tab to view, edit, and add personal information about the active customer and to view a history of any changes made to that information in the system. The information in each row is valid for the customer record from the Effective Date through the End Date.

Customer Maintenance window, Personal Info tab element descriptions

Window element	Usage
Feet	Displays the height of the customer in feet. The feet plus the inches is the total height of the customer. For example, if the customer is 5'10", this value would be 5.
Inches	Displays the height of the customer in inches to be added to the feet. The feet plus the inches is the total height of the customer. For example, if the customer is 5'10", this value would be 10.
Weight	Displays the weight of the customer in pounds during the active time of the corresponding row.
Gender	Displays the gender of the customer.
Eye Color	Displays the eye color of the customer.
Hair Color	Displays the hair color of the customer.
Ethnicity	Displays the ethnicity of the customer.
Race	Displays the race of the customer.
Effective Date	Displays the date the corresponding row of customer information became effective.
End Date	Displays the last date the corresponding row of customer information was valid. For example, the date on which the customer's weight changed.
Legal Presence	Displays the country of citizenship.
Proof of Residency	Displays the method used to prove residency.
Medical Alert	Displays whether the customer had a medical alert.
Organ Donor	Displays whether the customer was marked as an organ donor.
Medical Advance Directive	Displays whether the customer had a living will.
Hearing Impaired	Displays whether the customer was hearing impaired.
Effective Date	Displays the date the corresponding row of customer information became effective.
End Date	Displays the last date the corresponding row of customer information was valid. For example, the date on which the customer's weight changed.