Pathway: Customer Accounts > 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
List By default, the Calendar view displays for all accounts. To change the view, select the Calendar/List toggle located in the header section.
Calendar View - displays in a standard calendar format and is the default view for all accounts.
List view - displays calendar events in a listed order sorted by
...
date.
...
| Info |
|---|
In either view, select the Calendar Events in the drop down to filter |
...
what you would like to 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
...
Calendar Events
The following section details the Calendar Events that display.
...
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 | Shows Displays when a Service Request has been recorded on the Calendar. |
Rental Fee | Shows Displays when a Rental Fee has been charged to the customer. |
Service Changes | Shows Displays the Service Charge Change Type on the day that it was posted to the accounta change was applied. |
System | Shows the day any employee Login and who 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 | Shows any Displays cancellation of any events on the calendar that were previously set up. |
Complaint | Shows any Displays customer complaints and the date they were reported. |
Shows Displays any emails sent out to this client and the date they set to be sent outthat day. | |
Note | Displays Notes added to this account. When the note is created, the selection made in from the Note Type field will displaydisplays. |
Task | Displays tasks created for the account. When a task is created, the task selection from the Type is field displays on the calendar. |
Text Message | Shows any Displays 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. |