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Customer Account: Account Number - Customer Number - Account Code

Where it is, what it does and how it works

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Written by Greg Mandy

Account Number

The Account Number field stores the unique identifier used to distinguish the customer account in Service Geeni.


Location

Record > Customer & Site Records > Customer Account Details.


Purpose

Provides a unique identifier for the customer account.


Accepted Entry

  • Text - Up to 40 characters.

  • Auto-generated.


Related names

  • Customer Number

  • Account Code


Behaviour

  • Used as the primary identifier in reports and integrations.

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