Account Management/Customer Screen
From Emersion
Revision as of 11:53, 22 June 2016 by Scarpenter (talk) (Created page with "= Overview = The customer screen is the area where all customer information is presented to users of Cumulus. The number of tabs and sub tabs available to users will depend o...")
Overview
The customer screen is the area where all customer information is presented to users of Cumulus. The number of tabs and sub tabs available to users will depend on the following factors:
The Emersion modules your company has subscribed to. Module permissions the user has enabled. Powers the user has enabled.
Customer Sections
Click on each section to learn more about it.
- Dashboard
- Summary
- Details
- Contacts
- Personal Information
- Package Subscriptions
- Service Subscriptions
- Account Discount Subscriptions
- Pending Ledger Cardlines
- Invoices
- Billing Status
- Account Security
- Transactions
- Order
- Order History
- Purchase
- Payment Plan
- Product Pricing
- Payment Methods
- Payments
- Cost Centre
- Notes
- Service Desk
- Referral/Marketing
