• Client Messages

    A note about Contacting CIT for support:

    If you have any questions or issues with the Client Information System or Client Internet Reporting, please contact our help desk. If you do not know your customer number or the CIT customer number we offer several customer search screens. For more information about this topic or anything else related to CIS, Client Internet Reporting, Data Transmissions, etc. please contact our Client Support Services help desk.  

    800-248-9089 x2222  
    704-339-2222
    support.services@cit.com

    CIS Mobile

    The CIT CIS Mobile app is available to all CIS clients - cit.com/GetCISMobile
    CIS Mobile Frequently Asked Questions - FAQ

    CIS - Client Information System Update     
    The Client Statement screen has been updated to include additional information. For those clients that offer discount sales terms, additional discount information is now provided on the Client Statement screen. We have also clarified some of the transaction descriptions and corrected a previous limitation when exporting the Client Statement screen to Excel.    

    Update to Client Internet Reporting
    Client Internet Reporting now offers the new Excel XLSX version for potentially large ATB Reports. When selecting the Detailed ATB reports you will now see three reporting options: 1) standard report format, 2) older Excel format limited to 65,536 rows, and 3) Excel XLSX format for up to 1,048,576 rows. Click on the Excel XLSX link to initiate the File Download dialogue.  

    Note - if you are using Microsoft Internet Explorer version 8 you cannot open the XLSX file directly during the File Download dialogue. Instead, please select "Save" during the File Download dialogue. Then, as you are saving the file it must be renamed with file extension .xlsx instead of .zip. We are working to correct this issue.  

    Internet Explorer versions 9 and 10 work fine with opening the file from the File Download dialogue. The save option also works as expected.  

    Tips and Techniques  

    Data Transmission Status:
    Both CIS and the "classic" client systems contain information showing real time status of client data transmissions.  

    Select the Transmission Control screen (under the Data Exchange menu on CIS) to view a summary listing of all client data transmissions. The screen defaults to all data types, but you can select a specific file type to focus on certain information. We recommend all clients that transmit to get in the habit of checking the status of every data transmission to ensure we have successfully received   and   processed your invoice assignments or orders.  

    The Transmission Control screen will also identify any REJECTED transmissions and pinpoint the details of the data elements that caused the rejection.  

    CIS Customer Selection:
    The CIS user interface offers several tools that allow you to find and select the customer you are interested in.  

    • The quickest way to select a customer is to use the Customer selection boxes located just below the menu bar next to the date and time stamp
    • The shorter box to the left allows you to enter the seven-digit CIT customer number
    • The longer box to the right allows you to enter your own customer number
    • We maintain a cross-reference table so if you know your own customer account numbers you do not really need to know the CIT customer account numbers. Simply click your cursor into the longer box, key in your own customer account number, hit the <tab> or <enter> key and CIS will locate the customer account
    • The customer name will display along with the CIT customer number and your client customer number
    • This becomes the default customer as you navigate the various customer screens
    • To change the customer simply key in a different customer number and the screen will update with the newly selected customer's information.
    • Of course if you navigate to the Client screens the selected customer does not really apply. It is just sitting there waiting for you to navigate back to some customer screens.   

    If you do not know your customer number or the CIT customer number we offer several customer search screens. For more information about this topic or anything else related to CIS, Client Internet Reporting, Data Transmissions, etc. please contact our Client Support Services Help Desk at 800-248-9089 x2222.