Pathway: Customer > 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 | Anyone who has viewed this 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 | Any set appointments with the customers for this account. |