Account Management/Customer Screen/Summary

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Revision as of 13:58, 1 July 2016 by Scarpenter (talk) (Created page with "{{DISPLAYTITLE: Customer Summary}} = Overview = 1200px|The Customer Summary The customer summary screen summarises basic customer information...")
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Overview

The Customer Summary

The customer summary screen summarises basic customer information into a read-only view. It pre-dates the more detailed customer dashboard. The summary contains the following sections:

  • Account Information
  • Payments
  • Invoices
  • Billing Information