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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Calendar Events | Description |
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Logins | Displays the login name for each user on the date they viewed the account. |
Scheduled Holiday | Displays 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 | Displays tasks created for the account. When a task is created, the task Type is displays on the calendar. |
Note | Displays Notes added to this account. When the note is created, the selection made in the Note Type field will display. |
Appointment | Displays appointments recorded for the account. When an appointment is created, the selection from the Type field displays on the calendar. |
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Calendar Event Type | Description |
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Service Records | This shows Shows when a Service Request has been recorded on the Calendar. |
Rental Fee | Shows when a Rental Fee has been charged to the customer. |
Service Changes | Shows the Service Charge Type on the day that it was posted to the account. |
System | Shows the day any employee Login and who has viewed the account. |
Appointment | Shows any appointments set for the customer. |
Cancellation | Shows any cancellation of any events on the calendar that were previously set up. |
Complaint | Shows any customer complaints and the date they were reported. |
Shows any emails sent out to this client and the date they set to be sent out. | |
Note | Shows any notes that have been added about the customer on this account on the day they were added or if they pertain to a specific event. |
Task | Shows any tasks on the date they must be done on the Calendar. |
Text Message | Shows any text message generated alerts for the account. |
Survey | When a survey is set to be set out to the customer to rate service. |