Pathway: Customer > Search (Accounts) > Calendar (Section)
The Customer Calendar tool displays actionable items applied to an account, records users who have viewed the account, and includes right-click functionality 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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NOTE TO ISABEL - include a section on the gray bar that can change how the calendar is viewed (please include an image of the list view), displaying past/future months and the Calendar Event drop down that controls what users want to see displayed. I would recommend leading with this and not putting this at the bottom. |
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Icons | Description |
|---|---|
Logins | Anyone who has viewed this Displays the login name for each user on the date they viewed the account. |
Scheduled Holiday | Any recognized holidays that are observedDisplays holidays that have been created in the Holiday Schedule tool. Hover over the holiday to see any added notes. |
Manual 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 accountDisplays tasks created for the account. When a task is created, the task Type is displays on the calendar. |
Note | Any notes that have been Displays Notes added to this account. When the note is created, the selection made in the Note Type field will display. |
Appointment | Any set Displays appointments with recorded for the customers for this accountaccount. When an appointment is created, the selection from the Type field displays on the computer. |