Difference between revisions of "Account Management/Customer Screen/Dashboard"
From Emersion
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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 | + | Clicking the here link above the table is equivalent to clicking the [['''Invoices tab of a customer''']]. |
| − | The status column in this table may contain | + | The status column in this table may contain any of these values: |
| − | + | * A status of '''P''' indicates the invoice is part of a [[Payment_Plans_V2|payment plan]] | |
| − | |||
[[File:Customer-dashboard-recent-invoice-p.png]] | [[File:Customer-dashboard-recent-invoice-p.png]] | ||
| − | + | * A status of '''D''' indicates that the invoice (or part of the invoice) is being [[InvoiceDisputes|disputed]]. | |
| − | |||
[[File:Customer-dashboard-recent-invoice-d.png]] | [[File:Customer-dashboard-recent-invoice-d.png]] | ||
Revision as of 15:12, 15 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
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 tab of a customer'''.
The status column in this table may contain any of these values:
- A status of P indicates the invoice is part of a payment plan
- A status of D indicates that the invoice (or part of the invoice) is being disputed.
Current Instalment Purchase
Dashboard, Instalment purchase section
Last Payment
Recent Service Request
Notes
