Difference between revisions of "Account Management/Customer Screen/Dashboard"
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=== Current Instalment Purchase === | === Current Instalment Purchase === | ||
| + | This section contains the 3 most recent instalment purchases for a customer. | ||
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[[File:Customer-dashboard-instalment-purchase.png|px|Dashboard, Instalment purchase section]] | [[File:Customer-dashboard-instalment-purchase.png|px|Dashboard, Instalment purchase section]] | ||
Revision as of 11:57, 18 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
This section provides summary data.
Alerts
Payment Method
Billing Information
Contact
This section contains up to 3 contacts associated to the account.
The details link in the right column of the table is a hover link and will display the primary address of the contact.
Current Package Subscriptions
Recent Invoice
This section presents the most recent 3 invoices that have been approved.
Clicking the here link above the table is equivalent to clicking the Invoices page under a customer.
Current Instalment Purchase
This section contains the 3 most recent instalment purchases for a customer.
Last Payment
Recent Service Request
Notes
