Pathway: Customer > Search (Accounts) > Calendar (Section)
The Customer Calendar tool displays actionable items applied on an account (hover to see details, or click to open), records who has viewed the account, and includes right-click functionality (when using a mouse) 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.
Icons | Description |
|---|---|
Logins | Anyone who has viewed this account. |
Scheduled Holiday | Any recognized holidays that are observed. |
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 | 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. |