Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.

...

List View

Image Added

  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

...

List View

When in List View its lists all events and can be filtered Calendar Event type when you click the drop down at the top of the calendar portion.

...