Difference between revisions of "Account Management/Customer Screen/Summary"
From Emersion
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To access this screen: | To access this screen: | ||
| − | Nav: Customer > List | + | Nav: '''Customer > List''' |
Click on the ID of a customer. Click the '''Summary''' tab. | Click on the ID of a customer. Click the '''Summary''' tab. | ||
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The customer summary screen summarises basic customer information into a read-only view. It pre-dates the more detailed customer dashboard. The summary contains the following sections: | The customer summary screen summarises basic customer information into a read-only view. It pre-dates the more detailed customer dashboard. The summary contains the following sections: | ||
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* Invoices | * Invoices | ||
* Billing Information | * Billing Information | ||
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| + | [[file: Customer-summary.png|1200px|The Customer Summary]] | ||
Latest revision as of 15:13, 11 November 2016
Overview
To access this screen:
Nav: Customer > List
Click on the ID of a customer. Click the Summary tab.
The customer summary screen summarises basic customer information into a read-only view. It pre-dates the more detailed customer dashboard. The summary contains the following sections:
- Account Information
- Payments
- Invoices
- Billing Information
