Difference between revisions of "Account Management/Customer Screen/Dashboard"
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=== Alerts === | === Alerts === | ||
| + | This section displays the last 3 usage notifications that were sent to the customer. | ||
| + | |||
[[File:Customer-dashboard-alerts.png|px|Dashboard, Alerts section]] | [[File:Customer-dashboard-alerts.png|px|Dashboard, Alerts section]] | ||
=== Payment Method === | === Payment Method === | ||
| + | This section displays some basic information related to automated payments from the customer. To see more information and to adjust the customer's automated payment settings, go to the [[Account_Management/Customer_Screen/Payment_Methods | '''Customer > Payment Methods''']] tab. | ||
| + | |||
[[File:Customer-dashboard-paymentmethod.png|px|Dashboard, Payment method section]] | [[File:Customer-dashboard-paymentmethod.png|px|Dashboard, Payment method section]] | ||
=== Billing Information === | === Billing Information === | ||
| + | This section contains information pertaining to the customer's billing cycle and terms. To view more, or to change the settings for the customer, this can be done via the [[Account_Management/Customer_Screen/Details | '''Customer > Detail''']] section and sub tabs. | ||
| + | |||
[[File:Customer-dashboard-billinfo.png|px|Dashboard, Billing information section]] | [[File:Customer-dashboard-billinfo.png|px|Dashboard, Billing information section]] | ||
=== Contact === | === 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. | ||
| + | |||
[[File:Customer-dashboard-contact.png|px|Dashboard, Contact section]] | [[File:Customer-dashboard-contact.png|px|Dashboard, Contact section]] | ||
=== Current Package Subscriptions === | === Current Package Subscriptions === | ||
| + | This section lists the most recent package subscriptions for the customer. If the customer has additional subscriptions, these can be seen on the [[Account Management/Customer Screen/Package Subscriptions|'''Customer > Package Subscriptions''']] tab. | ||
| + | |||
[[File:Customer-dashboard-pkgsub.png|px|Dashboard, Package subscription section]] | [[File:Customer-dashboard-pkgsub.png|px|Dashboard, Package subscription section]] | ||
| Line 38: | Line 50: | ||
This section presents the most recent 3 invoices that have been approved. | This section presents the most recent 3 invoices that have been approved. | ||
| − | Clicking the here link above the table is equivalent to clicking the [[ | + | Clicking the here link above the table is equivalent to clicking the [[Account Management/Customer Screen/Invoices|Invoices]] page under a customer. |
| − | + | [[File:Customer-dashboard-recent-invoice.png]] | |
| − | + | === Current Instalment Purchase === | |
| + | This section contains the 3 most recent instalment purchases for a customer. | ||
| − | [[ | + | The ''Estimated End'' field is calculated by taking the current date (today) and adding the number of instalments remaining in months. with 'today' being a variable factor, users should expect the estimated end date to vary each day, with the month remaining a constant unless the instalment arrangements are varied. |
| + | |||
| + | Further purchases can be seen via the [[Account_Management/Customer_Screen/Purchase|'''Customer > Purchase''']] tab. | ||
| − | + | [[File:Customer-dashboard-instalment-purchase.png|px|Dashboard, Instalment purchase section]] | |
| − | + | === Last Payment === | |
| − | + | This section lists the 3 most recent payments made by the customer. Further information related to payments is available from the [[Account Management/Customer Screen/Payments|'''Customer > Payments''']] tab. | |
| − | === | ||
| − | [[ | ||
| − | |||
[[File:Customer-dashboard-payment.png|px|Dashboard, Payment section]] | [[File:Customer-dashboard-payment.png|px|Dashboard, Payment section]] | ||
=== Recent Service Request === | === Recent Service Request === | ||
| + | This section displays the most recent 3 service desk tickets that were created for the customer. Further information related to tickets is available from the [[Account Management/Customer Screen/Service_Desk|'''Customer > Service Desk''']] tab. | ||
| + | |||
| + | This requires the service provider to subscribe to the [[Service_Desk|Service Desk]] module. | ||
| + | |||
[[File:Customer-dashboard-tickets.png|px|Dashboard, Service Request section]] | [[File:Customer-dashboard-tickets.png|px|Dashboard, Service Request section]] | ||
=== Notes === | === Notes === | ||
| − | [[File:Customer-dashboard-notes.png| | + | This section spans both columns of the dashboard and displays the last 5 notes entered against the customer. |
| + | |||
| + | Clicking on the '''Here''' link takes the user to the [[Account Management/Customer Screen/Notes|Notes]] tab of the customer. | ||
| + | |||
| + | Click the ID of the note to view the content of the note. | ||
| + | |||
| + | If the service provider subscribes to the Service Desk module, there is an optional flag to include Service desk tickets in the list. Checking this box will instigate a refresh of this section and the list will be updated to include a ticket where relevant. | ||
| + | |||
| + | [[File:Customer-dashboard-notes.png|1200px|Dashboard, Notes section]] | ||
Latest revision as of 12:08, 10 October 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
This section displays the last 3 usage notifications that were sent to the customer.
Payment Method
This section displays some basic information related to automated payments from the customer. To see more information and to adjust the customer's automated payment settings, go to the Customer > Payment Methods tab.
Billing Information
This section contains information pertaining to the customer's billing cycle and terms. To view more, or to change the settings for the customer, this can be done via the Customer > Detail section and sub tabs.
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
This section lists the most recent package subscriptions for the customer. If the customer has additional subscriptions, these can be seen on the Customer > Package Subscriptions tab.
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.
The Estimated End field is calculated by taking the current date (today) and adding the number of instalments remaining in months. with 'today' being a variable factor, users should expect the estimated end date to vary each day, with the month remaining a constant unless the instalment arrangements are varied.
Further purchases can be seen via the Customer > Purchase tab.
Last Payment
This section lists the 3 most recent payments made by the customer. Further information related to payments is available from the Customer > Payments tab.
Recent Service Request
This section displays the most recent 3 service desk tickets that were created for the customer. Further information related to tickets is available from the Customer > Service Desk tab.
This requires the service provider to subscribe to the Service Desk module.
Notes
This section spans both columns of the dashboard and displays the last 5 notes entered against the customer.
Clicking on the Here link takes the user to the Notes tab of the customer.
Click the ID of the note to view the content of the note.
If the service provider subscribes to the Service Desk module, there is an optional flag to include Service desk tickets in the list. Checking this box will instigate a refresh of this section and the list will be updated to include a ticket where relevant.
