Using the Customer Console

LightBulb The Customer console is the main landing page where all transactions should begin.  It provides a 360º view of the customer, including Alerts that may require your attention before processing the customer's transaction.

The Customer Console is automatically displayed with the next customer's information after you click the Q-data Q-Data Button button.

The Customer Console should be used as your launching point for all customer transactions.  If it is not open, open it by entering I CON C=<Customer Number> (or N=<Customer Name>) OR CUSDBD C=<Customer Number> (or N=<Customer Name>) in the Direct field (Command Line).  See Using Direct Commands.

 

If the customer has previously issued a photoless  credential, the following message box will display.

Photoless_MSGBOX1

 

Toggle_ExpandedReviewing Alerts

The first section in the Customer Console are the Alerts. This is where information relative to the customer's account is displayed.  

Please review and take action, as necessary, by clicking the Button_GreenRightArrow button next to the actionable alert mySelect will navigate you to that screen.

Click to view full size
Click to view full size

If there are more than five (5) alerts, the remaining can be viewed by processing the Alerts inquiry by clicking the Button_GreenRightArrow button next to ALERTS.

Click to view full size
Click to view full size
Toggle_ExpandedViewing Customer Information

This section contains general information about the customer.

CUSDBD_CustInfo

 

 

Toggle_ExpandedViewing Credentials

The credential grid displays all active credentials issued to the customer.

notes20px As of July 1, 2018 you will no longer see the Veteran ID Card in the credential grid.

   

1. Scroll down to the green Credentials section heading, then click the heading.  The Credentials grid expands.

To ..

Do this ..

View the issuance information

Click the ico_plus sign next to the credential.  The grid expands to display the credential's issuance information.

Click to view full size
Click to view full size

Launch a credential-related transaction

1.Click the down arrow in the Direct column.  A drop-down appears with a list of credential-related transactions.

2.Click on the transaction you want to launch.  The transaction's Direct command appears in the field.

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Click to view full size

Note:  If choosing a Driver License Issue option, you may also select a Transaction Type.

   

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Click to view full size

3.Click the green arrow Button_GreenRightArrow to launch the transaction.  The transaction appears in a new tab.

 

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Click to view full size

 

 

Toggle_ExpandedViewing Active Vehicles

The vehicles grid displays all active vehicles currently titled to the customer.

tip20pxIf the Vehicles grid is empty, there are more than 10 vehicles owned by the Customer. Click here for instructions for viewing the vehicles.

1.Scroll up to the Alerts section.

2.Click on the green arrow next to the alert advising "Customer has x active vehicles; Vehicles grid is disabled" .  The system processes the VEHCUT transaction and display the Vehicles Currently Owned by Customer dialog with three vehicles displayed

3.To display more vehicles, click the Button_MoreDataAvailable button.  The dialog is updated to display three more vehicles.  Repeat step 3 until you see the vehicle you're interested in processing a transaction for.

1.Scroll down to the green Vehicles section heading, then click the heading.  The Vehicles grid expands.

To ..

Do this ..

View the title number and VIN

Click the ico_plus sign next to the vehicle.  The grid expands to display the title number and VIN.

Click to view full size image
Click to view full size image

Launch a vehicle-related transaction

1.Click the down arrow in the Direct column.  A drop-down appears with a list of vehicle-related transactions.

2.Click on the transaction you want to launch.  The transaction's Direct command appears in the field.

3.Click the green arrow Button_GreenRightArrow to launch the transaction.  The transaction appears in a new tab.

 

Click to view full size image
Click to view full size image

See Also

Open Customer Console

Quick Links

Vehicles Owned by Customer

Topic Last Edited: 6/26/2019