External Customer Numbers

Role: Institution Administrator

External customer numbers are often used by the financial department at an institution to identify external customers within their financial system. Typically, the external customer number needs to be generated by the institution prior to creating the iLab account for the customer. Each institution will establish their own workflow for assigning customer numbers, as well as their own format for them. The external customer numbers can be included in the external billing file. If an external customer is missing an external customer number the billing file will receive a billing error and cannot be completed until the missing customer number has been associated with the external institution or group. As an Institution Administrator you can assign an external customer number to an institution or research group.

NOTE: The External Customer Info tab will only be displayed if your integration includes this functionality.  Contact your iLab PM if you would like to discuss adding external customer numbers for your institution.


Add a Customer Number for an Institution

To add an external customer number for an entire institution, click on the Add a new institution button in the Institution section of the External Customer Number page.

A pop up box will open where you will search for the existing institution's name by typing in 2 or more characters. Once you see the correct institution click on its name. Below the selected institution there is a free text field to type in the Customer Number. 

Once the fields are complete click on the button Create External Customer Info. The institution and customer number will be added to list and the customer number will be applied to anyone affiliated with that institution. 


Add a Customer Number for a Group

To add an external customer number for a group, click on the Add a new group button in the Groups section of the External Customer Number page.

A pop up box will open where you will search for the existing group's name by typing in 2 or more characters. Once you see the correct group click on its name. Below the selected group there is a free text field to type in the Customer Number. 

Once the fields are complete click on the button Create External Customer Info. The group and customer number will be added to list and the customer number will be applied to everyone in the group.


Edit or Delete a Customer Number

To edit a customer number for an institution or group click on the pencil icon to the right of the entry. 

This will open the Customer Number column to a free text field where the number can be edited. To save the change click the green check mark or to discard the change click the gray x.

To delete a customer number entry, click on the trash can icon to the right of institution or group which you wish to remove. 

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