Pathway: Customer > Search (Accounts) > Calendar (Section)
The calendar tool displays everything that is scheduled for that Account. You will be able to see who and when someone looked at this account, when a task has been assigned, follow up appointments, any notes that might have been added, any manual charges, and even upcoming holidays. Hover over each to see details, click on them to be able to add changes.
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Customer Calendar tool displays actionable items applied on an account (hover to see details, or click to open), records who has viewed the account, and includes right-click functionality (when using a mouse) to access additional features such as adding an active service, or recording a customer request. The Calendar can be viewed in either Calendar view, or List view.
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Icons | Description |
|---|---|
Logins | Anyone who has viewed this account. |
Scheduled Holiday | Any recognized holidays that are observed. |
Manual ChangesManual Charges | Displays the name of the Charge Code for the Manual Charge. Select the Manual Charge to Add, Edit or Delete this charge. |
Task | Anything that is assigned to be done for this account. |
Note | Any notes that have been added to this account. |
Appointment | Any set appointments with the customers for this account. |
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