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.
...
Calendar/List View Toggle
Calendar View - default view for an account
List view
...
- displays each of the calendar events into a list sorted by date.
| Info |
|---|
Click the Calendar/List |
...
toggle at the top of the |
...
calendar section next to calendar to see list view. |
| Info |
|---|
...
In either view, select the Calendar Events in the drop down to filter what you would like to view. |
Calendar Events
...
Calendar Event Type | 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. |
Service Records | Displays when a Service Request has been recorded on the Calendar. |
Rental Fee | Displays when a Rental Fee has been charged to the customer. |
Service Changes | Displays the Service Change Type on the day a change was applied. |
System | Displays the date a logged in employee has viewed the account. |
Appointment | Displays appointments recorded for the account. When an appointment is created, the selection from the Type field displays on the calendar. |
Cancellation | Displays any cancellation of any events on the calendar that were previously set up. |
Complaint | Displays any customer complaints and the date they were reported. |
Displays any emails sent out to this client and the date they set to be sent out. | |
Note | Displays Notes added to this account. When the note is created, the selection made in the Note Type field will display. |
Task | Displays tasks created for the account. When a task is created, the task Type is displays on the calendar. |
Text Message | Displays any text message generated alerts for the account. |
Survey | When a survey is set to be set out to the customer to rate servicehas been done by a customer it will appear on the calendar. Click on the event to see the answers. |