View / Update Customer Information


Update User Information	Back Forward Print this topic
See also: Add a New Customer FrontDesk Tab e-learnings: Create a New customer Put a Customer In Focus Update Customer Information

Update Customer Information

To view customer information, use the pop-up profile located on most customer-related pages or the "Prof" link in the Focus menu.

To update customer information, put the customer In Focus from the FrontDesk tab and use the View/Update option.

Because customer information can be quite sensitive, customer profiles and some customer updated pages are SSL encrypted. This means that information such as a customer's social security number is not sent across the Internet in plain text. You can always tell if a page is encrypted by right-clicking on the page, selecting Properties, and checking that the connection is SSL and that the address begins with "https."

The customer's personal information maintained in the online system is quite extensive and is maintained in sections of the customer record. Possible sections include:

General Information (name, address, contact and security information)
Flight Data / Certificates / Ratings / Permission
Assigned Instructors (if enabled)
Pictures / Documents (if enabled)
Accounting and Billing Information (Advanced Edition only)
Additional Billing-Only E-Mail (Advanced Edition only)
Online Charge Information (Advanced Edition only)

Some of the data is visible to or can be updated by customers from their login. Other information can only be changed by staff members (e.g. Ok to Solo). Information that can not be updated by customers is highlighted in the customer record.

Information recorded is discretionary and checked on schedule and/or dispatch as determined in your Qualification and Limitation Parameters. System Administrators must set which information must be entered or is checked.

General Information Page

The following fields are included on the General Information page:

Item	Customer Can		Used In Rule (1)	Notes
Item	See	Update	Used In Rule (1)	Notes
Name and Address Information
Salutation	Yes	Yes		Mr., Mrs., Ms., etc.
First Name	Yes	Yes
Middle Initial or Surname Prefix	Yes	Yes		John C Smith or Rip Van Winkle
Surname	Yes	Yes
Organization	Yes	Yes		Customer's company or other association.
Street Address	Yes	Yes
City	Yes	Yes
State/Province	Yes	Yes
Zip/Postal Code	Yes	Yes
Address Country	Yes	Yes		Note: Different than Country of Citizenship (below) which can be used in a rule.
Contact Information
Work Phone	Yes	Yes	Yes	Online system can check to see if customer has at least one of these phone numbers on file.
Home Phone	Yes	Yes	Yes
Cell / Pager	Yes	Yes	Yes
FAX	Yes	Yes
E-mail	Yes	Yes		Can also be used as login ID code.
E-mail2	Yes	Yes		For additional notifications. (Enter SMS address here.)
Use Short Messages?	Yes	Yes		Use short messages on secondary e-mail for pager or cell phone, see SMS.
Emergency contact name	Yes	Yes	Yes	Who to contact in case of an emergency.
Emergency contact phone	Yes	Yes
Security and Privacy
Country of Citizenship	Yes	Note 2	Yes
Documents Verified	Yes	Note 2	Yes
Soc. Sec./Gov't ID No.	Yes	Yes
Drivers License Number	Yes	Yes
Drivers License Country	Yes	Yes
Drivers License State	Yes	Yes
Date of Birth	Yes	Note 3	Yes	Used in age of majority and medical frequency rules. Also see Note 4.
Height	Yes	Yes
Weight	Yes	Yes
Gender	Yes	Yes
Hair Color	Yes	Yes
Eye Color	Yes	Yes
Parent / Guardian	Yes	Note 2	Yes
Short Login Code	Yes	Yes		Four to six chatacters. Numeric code recommended for voice response users.
Password	Note 5	Yes		See Note 5. Numeric code recommended for voice response users.
Re-enter Password	Note 5	Yes		See Note 5. Re-entry checks for typing errors.
Set password to "reset"	No	No		See Note 6.
Picture	Yes	No		Present when Pictures On File enabled in Feature and Option Parameters (2 pictures allowed.)
Delete Picture	No	No		Present when a picture is already on file and Pictures On File enabled
Add / Replace Picture	No	No		Present when Pictures On File enabled
Student Information
Student Mentor	Yes	No		See Student Mentors.
Active Student?	Yes	No	Yes	Whether or not the customer is a "Student".
Approved for Solo Flight?	Yes	Note 2	Yes
Solo Endorsement Date	Yes	Note 2	Yes
Observers OK When Dual?	Yes	Yes		See note 8.
Subscriber Defined Fields
Subscriber Defined #1	Note 11	Note 11		Subscriber defined fields are set up in the Customer Parameters and labeled in the Format and Default Parameters.
Subscriber Defined #2	Note 11	Note 11
Subscriber Defined #3	Note 11	Note 11
Subscriber Defined #4	No	No
Scheduling and Dispatch
Approved for Scheduling	No	No		Select yes, no, or clocked out of the online system.
No Flights Allowed				Blocks all scheduling and dispatch.
Notes flag?				Draws special attention to notes below
Notes				Notes associated with a customer.
Status Flags
Insurance Declined?	No	No		Blocks insurance premium on invoices.
Rental Insurance Expiry Date
Flying Club Member?				Provides club rates for this Customer
Membership Expiration Date
Customer Group			Yes	Assigns customer to a group see Customer Groups.
Customer Level				Used to vary rates and dues levels see Customer Level Parameters
Required Reading Completion Date
Tax Exempt
E-mail Enabled?
Broadcast E-Mail Suppressed
Discovery Flight Used
Previous Prospect
Fictitious?				Hides Customer from some displays, no prepays or charges.
Inactive?				Customer remains on file only so the books balance.

Notes for tables:

1.	All rule checking is set in the Qualification and Limitation Parameters
2.	Customers can not update this data if there is a warning or disallowance in the related Qualification and Limitation Parameter. Customers can see but not update if their documentation has been verified. For more information on Citizenship see Citizenship on File.
3.	Customers can not update birthdate, medical date, pilot certificate data, or ratings if there is a warning or disallowance in any related Qualification and Limitation Parameter. However, updates to these data can be specifically allowed in the Customer Parameters. Subscribers that allow customers to update this information can elect to receive an e-mail when changes occur in the Identification and Location Parameters
4.	Subscribers who have elected to e-mail reservation reminders to customers may also elect automated birthday greetings. See Customer Parameters.
5.	Customer cannot view present password. Only a customer can enter or update his/her password. Subscriber staff can neither see nor update this item.
6.	For customers without a password word on file, subscriber staff can set the password to "reset".
7.	After initial entry, only the last four digits of the card number are visible. Staff can use a special password to view all digits. A special credit card password is created in Financial Parameters.
8.	This item is present only when observation reservations are enabled and subscriber allows students to block observers in Feature and Option Parameters
9.	This item is present only for multi-airport subscribers. Customers do not see this item when the are allowed to schedule only at their home airport in the Customer Parameters
10.	Customers can not update date of last flight, last flight review date, last extra review date, or instrument proficiency check date if there is a warning or disallowance in any related Qualificationand Limitation Parameter. However, updates to these data can be specifically allowed in the Customer Parameters. Subscribers that allow customers to update this information can elect to receive an e-mail when changes occur in the Identification and Location Parameters
11.	Subscriber-defined fields 1, 2, and 3 are not visible to customers unless customers are specifically allowed to update those fields in the Customer Parameters.

Flight Data / Certificates / Ratings / Permissions Page

The following fields are included on the Flight Data page:

Item	Customer Can		Used In Rule (1)	Notes
Item	See	Update	Used In Rule (1)	Notes
Certificates and Ratings
Pilot Certificate No.	Yes	Note 3	Yes
Pilot Certificate Type	Yes	Note 3	Yes
Classes and Ratings	Yes	Note 3	Yes	Possible Classes and Ratings: Single Engine Land, Multi-Engine Land, Single Engine Sea, Multi-Engine Sea, Helicopter, Gyroplane, Glider, and Instrument Rating
Last Medical Date	Yes	Note 3	Yes
Medical Class	Yes	Note 3		Medical class of zero indicates medical date is date of expiration to allow for pilots with SODAs
Date of Birth	Yes	Note 3	Yes	Used in age of majority and medical frequency rules. Also see Note 4.
Flight Data
Home Airport Identifier	Note 9	Note 9		Present for multi-airport subscribers
Date of Last Flight	Yes	Note 3	Yes
Last Flight Review (BFR)	Yes	Note 10	Yes
Last Extra Review	Yes	Note 10	Yes
Instrument Competency Check	Yes	Note 10	Yes
Special Date	Yes	Note 2	Yes	Requires custom programming
Total Time Flown Elsewhere	Yes	Yes
Resource Permissions	No	No		Allows customer access to otherwise limited instructors, aircraft, or types
Student Information
Student Mentor	Yes	No		See Student Mentors.
Active Student?	Yes	No	Yes	Whether or not the customer is a "Student".
Approved for Solo Flight?	Yes	Note 2	Yes
Solo Endorsement Date	Yes	Note 2	Yes
Observers OK When Dual?	Yes	Yes		See note 8.

Accounting and Billing Information Page

The following fields are included on the Accounting and Billing Information page:

Item	Customer Can		Used In Rule (1)	Notes
Item	See	Update	Used In Rule (1)	Notes
Billing and Payment
Bill Delivery Method	No	No
Monthly Payment Method	No	No
Account Flags / Credit Limit / Requirements
Charge Account Status Status?	No	No		Provides Customer with monthly charge account
Charge Account Credit Limit				Provides Customer with prepayment account and rates
Prepayment Status?				Provides Customer with prepayment account and rates
Special Account Status?				For university billing or club deposits
Special Account Requirement				Deposit required
Status Data / Flags
Flying Club Member?			No	No	Provides club rates
Customer Level		Provides Customer with level rates
Tax Exempt?		No sales tax for this customer.
Fictitious?		Hides Customer from some displays, no prepays or charges.
Inactive?		Customer remains on file only so the books balance.

Additional Billing-Only E-Mail

This page provides for up to four additional bill delivery addresses, allowing a customer's bills to go directly to their accountant or secretary.

Online Charge Page

The following fields are included on the Online Charge page:

Item	Customer Can		Used In Rule (1)	Notes
Item	See	Update	Used In Rule (1)	Notes
Credit Card Information (This section present only when Credit Card On File enabled)
Card Type	Yes	Yes		Visa, Master Card, Discover, etc. Types of Credit cards accepted are entered in Payment Type Parameters.
Card Number	Note 7	Yes	Yes	Number is entered in secure pop-up. See Note 7.
Expiration Date	Yes	Yes	Yes	Credit card expiration date.
Card Verification Code/td>	Yes	Yes	Yes	Verification code from card -- usually in rear signature area.
Name On Card	Yes	Yes		Name on Credit Card. The card on file does not have to belong to the customer.
Card Billing Address	Yes	Yes
Card Billing City	Yes	Yes
Card Billing State	Yes	Yes
Card is invalid? Yes/No	No	No	Yes	If no, requests Customer to enter new card data.
Checking Information (This section present only when Checking Account On File enabled)
Bank Name	Yes	Yes
Routing Number	Note 7	Yes	Yes
Account Number	Note 7	Yes	Yes	Number is entered in secure pop-up. See Note 7.
Name On Account	Yes	Yes		Name on Credit Card. The card on file does not have to belong to the customer.
Account Address	Yes	Yes
Acount City	Yes	Yes
Account State	Yes	Yes
Account is invalid? Yes/No	No	No	Yes	If no, requests Customer to enter new checking data.