Difference between revisions of "Account Management/Customer Screen/Dashboard"
From Emersion
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Click on the ID of a customer. Click the '''Dashboard''' tab. | Click on the ID of a customer. Click the '''Dashboard''' tab. | ||
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| + | The customer dashboard was designed around the needs of customer service staff who require quick access to information that can be used to solve the majority of customer enquiries at the first level. | ||
[[File:Customer-dashboard-all.png|1600px|The customer dashboard]] | [[File:Customer-dashboard-all.png|1600px|The customer dashboard]] | ||
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The sections on this screen are as follows: | The sections on this screen are as follows: | ||
Revision as of 10:24, 14 July 2016
Contents
Overview
To access this screen:
Nav: Customer > List
Click on the ID of a customer. Click the Dashboard tab.
The customer dashboard was designed around the needs of customer service staff who require quick access to information that can be used to solve the majority of customer enquiries at the first level.
The sections on this screen are as follows:
Account Summary
Alerts
Payment Method
Billing Information
Contact
Current Package Subscriptions
Recent Invoice
Current Instalment Purchase
Dashboard, Instalment purchase section
Last Payment
Recent Service Request
Notes
