Difference between revisions of "Account Management/Customer Screen/Summary"
From Emersion
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{{DISPLAYTITLE: Customer Summary}} | {{DISPLAYTITLE: Customer Summary}} | ||
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| + | To access this screen: | ||
| + | |||
| + | Nav: Customer > List | ||
| + | |||
| + | Click on the ID of a customer. Click the '''Summary''' tab. | ||
[[file: Customer-summary.png|1200px|The Customer Summary]] | [[file: Customer-summary.png|1200px|The Customer Summary]] | ||
Revision as of 14:05, 1 July 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
