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Getting Different Information Related to Customers

Aurea Support
  • Updated

Overview

You want various information related to your customers. Some of the examples of the information are:

  • Mailing Address (Mailing Address 1, Mailing Address 2, Mailing City, Mailing State, Mailing Zip)
  • Service Address (Service Address 1, Service Address 2, Service City, Service State, Service Zip)
  • Customer Name/First Name/Last Name
  • LDC#
  • Utility Account Number
  • Account Status
  • Preferred Language

Solution

Open a Support ticket specifying the requirements of the data that is needed.

If there are any conditions on the data, then that should also be specified in the ticket. Eg: You need customers only from the state of Georgia (GA).

All of this will help get you the data quicker.

<supportagent>

You will need access to the Jump server to run the appropriate queries.

The queries will vary as per the client's requirements. Below are some use-cases/examples of the queries as per the different conditions:

  1. Get First Name, Last Name, Billing Address, Customer Number, Customer ID, Status, Preferred Language:
use <client specific database>
select ct.FirstName, ct.LastName, ct.CustNo [Stream Account #], ct.CustId, p.PremNo [LDC #],
ad1.Addr1[Mailing Address 1], ad1.Addr2[Mailing Address 2], ad1.City[Mailing City], ad1.State[Mailing State], ad1.Zip[Mailing Zip],
ps.status[Premise Status],
case ct.BillFormat
    WHEN '1' THEN 'English'
    WHEN '2' THEN 'Spanish'
    ELSE 'Unknown Language'
end as PreferredLanguage
from Customer ct 
join premise p on p.custid = ct.custid
join Address ad1 on ad1.AddrId = ct.MailAddrID
join premisestatus ps on ps.premisestatusid = p.statusid

Note: BillFormat is actually the preferred language.

  1. If the client asks for the same information as above but for the state of Georgia, then a where condition should be added at the end of the above query - where ad1.State = 'GA'

Add/remove columns as per client's requirements on respective tickets. Most of the data is available in the Customer, CustomerAdditionalInfo, Address, Premise, PremiseStatus tables. So, join-ing them can be required as per the client's requirements.

Copy the data into Excel or Google Sheets and send it to the client.

</supportagent>

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