Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access Customer List
- (A) Customer icon - In the left hand navigation column, click to access the Outstanding Events list. Note: This is available from anywhere in the system.
- (B) All tab - Click to access the full list of current and delinquent Customers.
Filter the List to Find a Specific Customer Card
- (C) Search - Enter the specific Customer’s name, phone #, email address, or unit #. Note: The list will dynamically update as you enter information.
- (D) All dropdown - Click to filter by Current or Delinquent status.
- (E) All Locations dropdown - Click to filter by all the location(s) you have access.
- (F) (+) icon - Click to filter by the additional criteria of Customer name, email address, phone number, and unit number.
- (G) Apply - Click to update the list by the selected filters.
- (H) Reset - Click to clear any applied filters and return the list to its default state.
Sort the List to Find a Specific Customer Card
- (I) Column Name - Click any column heading to sort that specific column. Click 1x to sort by alphanumeric order and 2x to sort by reverse alphanumeric order.
Access a Specific Customer Card
- (J) Open - Click to access the specific Customer card.
