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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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List View

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  1. Section 1 : Calendar Image - helps user identify where they are at in product

  2. Section 2: Capture the Calendar/List View Toggle, Navigation between past and future months, Calendar Event drop down - filters what displays on the screen

  3. Section 3: Calendar Event Type Descriptions - use current calendar photo and combine Calendar Event descriptions into one table

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