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.
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NOTE TO ISABEL - include a section on the gray bar that can change how the calendar is viewed (please include an image of the list view), displaying past/future months and the Calendar Event drop down that controls what users want to see displayed. I would recommend leading with this and not putting this at the bottom. |
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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.
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| Info |
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In either view, select the Calendar Events in the drop down to filter what you would like to view. |
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Calendar Events
The following section details the Calendar Events that display.
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Calendar Event Type | Description |
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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 |
Task
. | |
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. |