Pathway: Customer Accounts > Search (Accounts) > Calendar (Section)
The calendar tool displays everything that is scheduled for that Account. You will be able to see who and when someone looked at this account, when a task has been assigned, follow up appointments, any notes that might have been added, any manual charges, and even upcoming holidays. Hover over each to see details, click on them to be able to add changes.
...
Description
...
Logins
...
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
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. |
...
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 |
Any recognized holidays that are observed.
Manual Changes
Task
Anything that is assigned to be done for this account.
Note
Any notes that have been added to this account.
Appointment
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. |
Cancellation | Displays cancellation of any events on the calendar that were previously set up. |
Complaint | Displays customer complaints and the date they were reported. |
Displays any emails sent that day. | |
Note | Displays Notes added to this account. When the note is created, the selection from the Note Type field displays. |
Task | Displays tasks created for the account. When a task is created, the selection from the Type field displays. |
Text Message | Displays text message generated alerts for the account. |
Survey | When a survey has been done by a customer it will appear on the calendar. Click on the event to see the answers. |