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This feature displays customer information and available filters to apply when searching for a given customer application.

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Info

Note:

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Different filters

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are useful for a user and there is no limitation on the number of filters that can be used. You can either filter by account list or columns

Columns feature on the page contains the filter lists

A.1. Filters under account list

  • You can filter by Name, Phone number, Account ID, and ID number

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  • You can filter using the fulfillment centerfulfilment centre

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  • Lastly, there is a filter by account status

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The Columns dropdown is a function that can help to filter the customer information you want to appear on your page.  

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B.1. Filters, terms under columns, and definitions

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Account status: The status of the account

Contract status: The status of the contract

Credit expires: When the credit will finish

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Info

With this feature, we can easily filter the information we want to look over. 

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  Upon clicking the Column dropdown, by default Customer Name, Account ID, Primary phone, Account status, Contract status, Credit expires, and Fulfilment center was checked.  

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