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 - From 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 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, unit number.
- (G) Apply - Click to update the list by 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, click 2x to sort by reverse alphanumeric order, click 3x to remove all sorting.
Access a Specific Customer Card
- (J) Open - Click to access the specific Customer card.
