Inform Eclipse NG Integration -Viewing customer CLIs and Invoices from The Layer

The integration allows you to pull up data from Eclipse while browsing a customer record in The Layer

R
Written by Raymond Carrel
Updated over a week ago

CLIs and invoices that have been synced to Inform Eclipse can be viewed from a customer record in The Layer.

Viewing synced CLIs

To do this, select CLI viewer from the Inform menu. The green tick indicates that the customer record has been synced.

This will bring up a table containing all linked CLIs. This contains data such as phone numbers, start and end dates, and sell rating table.

This table is searchable and sortable, so you can quickly find the information you need. All of this information is available without leaving The Layer.


Viewing synced invoices

It's also easy to quickly view synced invoice data, with the View Eclipse NG Invoices menu option

This brings up a table summarising all synced invoices, including invoice dates, totals, balances, and finalised statuses.

You can click on the invoice number to go straight through to the Eclipse NG platform, if you need to.

Did this answer your question?