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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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Note: Different filters 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 Serial Number
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Pulse users can now search for a customer using multiple fields
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Filter by using the fulfilment centre
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Filter by using the account status
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Filter by using contract status
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B. Columns
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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Credit expires: When the credit will finishFulfillment centeris finished
Fulfilment centre: Where the agreement was done
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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 centre was checked.
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Note: And as As seen in the photo, only the checked items on the dropdown are shown on the column of the page given the information of the customers. |
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Expiry date: The date on which the accounts will expire
Installation address: Address of The address where the installation took place
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