Editing a Customer or Billing Account
Deleting a Customer or Billing Account
A CIMS Account Manager can save and edit a draft customer account as often as needed until it has been submitted. After submission or when Save and Exit button has been used to exit the Create Account screen, the Account Information screen provides links that display specific account information for editing. The information from the most recently saved version displays in the fields. Numbers that have been automatically assigned by the system are not available to edit (Insurance Identification, Letter of Credit, and Bond Numbers).
To edit an account:
1. From the main Portal, use the Account search to locate the account by number, or use Advanced Search to locate the Account.
2. Enter a Customer Account Number. The Customer Account Information screen displays with all of the Customer information available. All Billing Accounts are listed and available for viewing and editing using hyperlinks.
3. Select the hyperlink of the account to be edited. The appropriate page displays with all tabs available for selection.
4. Select a tab and edit all appropriate fields.
5. Click Save to save the information and continue editing.
6. Repeat steps 3 through 5 until all edits are completed.
7. Click Save & Exit when finished.
8. Click the links as needed to view or edit additional information, such as Account Identification or Account Attachments.