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.
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.
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. |