Difference between revisions of "Account Management/Customer Screen/Dashboard"
(→Column Calculations) |
(→Recent Invoice) |
||
| Line 38: | Line 38: | ||
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. |
==== Statuses ==== | ==== Statuses ==== | ||
Revision as of 11:17, 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
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.
Statuses
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.
Column Calculations
The following columns are calculated from other data in the table as follows:
- Payable Amount = Outstanding Amount - Disputed - Payment plan
- Final Outstanding = Outstanding Amount - Disputed
Current Instalment Purchase
Dashboard, Instalment purchase section
Last Payment
Recent Service Request
Notes
