Client Management Customer Explorer Overview
The Customer Explorer was designed to be a one-stop customer service tool which displays customer information and transactions related to a customer, its sites and systems.
The Customer Explorer is divided into four panes of information:
Customer Tree
The Customer Tree is used to locate and display setup information and transactional data related to the customer.
Billing Information
This pane will always display the Customer Name and the primary billing address and phone number for the Customer.
Financial Summary
This pane displays the accounts receivable balance and other financial statistics for the customer.
Active Pane (Grid)
When clicking on an option within the Customer Tree, any information available for that option is displayed within the Active Pane. This area is also referred to as the Grid area.
ss2600
Page 1 of 2 Next Page