Difference between revisions of "Account Management/Customer Screen/Dashboard"
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=== Recent Invoice === | === Recent Invoice === | ||
| − | [[File:Customer-dashboard-invoice.png | + | This section presents the most recent 3 invoices that have been approved. |
| + | |||
| + | Clicking the here link above the table is equivallent to clicking the '''Customer > Invoices''' tab. | ||
| + | |||
| + | The status column in this table may contain the following values: | ||
| + | |||
| + | ; P | ||
| + | The invoice is subject to a payment plan | ||
| + | |||
| + | [[File:Customer-dashboard-recent-invoice-p.png]] | ||
| + | |||
| + | ; D | ||
| + | The invoice has a disputed amount. | ||
| + | |||
| + | [[File:Customer-dashboard-recent-invoice-d.png]] | ||
=== Current Instalment Purchase === | === Current Instalment Purchase === | ||
Revision as of 15:01, 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 equivallent to clicking the Customer > Invoices tab.
The status column in this table may contain the following values:
- P
The invoice is subject to a payment plan
- D
The invoice has a disputed amount.
Current Instalment Purchase
Dashboard, Instalment purchase section
Last Payment
Recent Service Request
Notes
