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
This section contains the 3 most recent instalment purchases for a customer.
Last Payment
Recent Service Request
Notes
This section spans both columns of the dashboard and displays the last 5 notes entered against the customer.
Clicking on the Here link takes the user to the Notes tab of the custotomer.
Click the ID of the note to view the content of the note.
If the service provider subscribes to the Service Desk module, there is an optional flag to include Service desk tickets in the list. Checking this box will instigate a refresh of this section and the list will be updated to include a ticket where relevant.
