Welcome to the new and improved Customer Account & Location Page
Accounts:
Suspended accounts identified by the color red
Vacation hold identified by the color purple
Total balance owed for account. Color identified by oldest aging bucket
Dropdown to expand account details (Aging Bucket, Billing address & locations)
Clickable to jump to name of account
Filters for Tags & Billing Profiles
Change Ascending or Descending by First or Last Name
Hide Deactivated & Option to display numeric
Hover contact details
Deactivated account identified by the color orange
11. Account Notes - Hover to view, click to add or edit
12. Unpaid Invoices - Hover to view, click to be directed to customer billing page
13. Account Actions - Edit account, create contact, send portal invite, view billing notes
14. Quick hover to see all Services & Locations for the account
15. Autopay accounts identified by green label
Accounts Quick Hover Options:
Hover Aging Buckets:
Hover Services/Locations:
Hover Account Notes:
Hover Contacts:
Hover Invoices:
Locations:
Drop down to display location details
Services specific to the location
Location Notes - Hover to view, click to add or edit
3 dots to deactivate location
Quick hover to see Service count
Hover L:
Hover Location Tags:
We have tested the display on a variety of screen sizes including mobile and the screen is designed to work with any size screen.
You can also open the customer's profile by right clicking on the customer and opening in a new tab. (Ctrl + click works as well)
