Pathway: Customer > Search (Accounts) > Calendar (Section)
The Customer Calendar tool displays actionable items applied to 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.
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) 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. |