Account Management/Customer Screen/Dashboard
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
This section contains up to 3 contacts associated to the account.
The details link in the right column of the table is a hover link and will display the primary address of the 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.
Current Instalment Purchase
Last Payment
Recent Service Request
Notes
