Pathway: Customer > 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
Calendar View - default view for an account
List view - displays each of the calendar events into a list sorted by date.
Click the Calendar/List toggle at the top of the calendar section next to calendar to see list view.
In either view, select the Calendar Events in the drop down to filter what you would like to view.
Calendar Events
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 | 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 on the calendar. |
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 out to this client and the date they set to be sent out. | |
Note | Displays Notes added to this account. When the note is created, the selection made in the Note Type field will display. |
Task | Displays tasks created for the account. When a task is created, the task Type is displays on the calendar. |
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. |