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.
Section 1 : Calendar Image - helps user identify where they are at in product
Section 2: Capture the Calendar/List View Toggle, Navigation between past and future months, Calendar Event drop down - filters what displays on the screen
Section 3: Calendar Event Type Descriptions - use current calendar photo and combine Calendar Event descriptions into one table
Calendar Events | Description |
|---|---|
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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