Difference between revisions of "Account Management/Customer Screen/Dashboard"

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(Overview)
(Overview)
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Click on the ID of a customer. Click the '''Dashboard''' tab.
 
Click on the ID of a customer. Click the '''Dashboard''' tab.
  
[[File:Customer-dashboard.png|1200px|The customer dashboard]]
+
[[File:Customer-dashboard-all.png|1600px|The customer dashboard]]
  
 
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 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.  
  
 
''Note: The customer dashboard is currently undergoing further development. New content will be published on this page when the changes have been released.''
 
''Note: The customer dashboard is currently undergoing further development. New content will be published on this page when the changes have been released.''

Revision as of 09:59, 14 July 2016

Overview

To access this screen:

Nav: Customer > List

Click on the ID of a customer. Click the Dashboard tab.

The customer dashboard

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.

Note: The customer dashboard is currently undergoing further development. New content will be published on this page when the changes have been released.