Document toolboxDocument toolbox

Home Pulse : Customer Detail Page

Owned by Olanike Dairo (Unlicensed)
Jan 27, 2022
3 min read

This article provides description of the fields that we have on the customer detail page in Pulse.

How is customer detail page structured?

The customer detail page is composed with 9 cards, and each card has different information in it.

  1. Customer details

  2. Product & package

  3. Payment history

  4. Product Actions

  5. Product Alerts

  6. Shop Information

  7. Customer pictures

  8. Comments

  9. Communications

 1. Customer details

This card provides the mainly needed customer details

  • On the top there are customer names

  • BXCR45315455 stands for the account ID

  • Account status

  • Phone number(s)

  • Customer Addresses:

    • Home

    • Installation

  • Geo locations: when the latitudes and longitudes are record by the technicians, they are displayed here. And when the user clicks on them, he can change coordinates formats.

  • Customer data to help the company in the future analysis:

    • Date of birth

    • Gender

  • National ID details:

    • ID type

    • ID number

2. Product & package

This card shows the product and package that the customer account has.

  • Control Unit details:

    • Status

    • Serial Number

    • IMEI

    • Start date

    • Serial number history

  • Details about the product(s)/package:

    • Product/Package name

    • Power: it produces or consumes

      • The color will be:

        • green for the products that produce power and a positive value

        • red for the products that consume power and a negative value

      • Downpayment amount

      • Monthly Installment amount

      • If package, user can see the components of the package

3. Payment History

This card displays the info related to the customer payment(s)

  • Days credit

  • Payment details:

    • Total amount paid

    • Cash balance

    • Current daily rate

    • Weekly rate

    • Down payment

    • Instalment

    • Amount to ESF only

    • Credit expiry date

    • Consecutive days late

    • Default date

  • Recent payments info

    • Payment history: shows every payment that the customer has made

  • On-time history: shows how the customer has been given the ontime

4. Product Actions

This section displays the actions for the specific products (they are either pending or done). The pending actions work like shortcut to the right form.

As mentioned above, there are two types (Pending and Done). And other information displayed are:

  • Number of actions

  • Category: category of the pending actions.

  • Shortcut to the form

  • Date when it was schedule

  • Due date of the action

  • ID of the action

5. Product Alerts

Displays all the alerts for the products of the same customer.

  • Number of alerts

  • Alert type

  • Alert category

  • Date it happened

  • Dismissed date

  • Dismissal reason

  • Load more: to get more hidden alerts because the list might be very long

6. Shop Information

Displays the details for:

  • the shop that does/did the installation and

    • Shop id

    • Shop name

    • Shop hub

  • the salesperson who made the sale

    • Agent code

    • Agent Names

    • Agent’s phone number(s)

7. Customer pictures

Displays the picture(s) of the customer, mostly taken by the technician using the technician app.

Pictures categories are: Customer face, ID, House, Contract, Product installed and Other.

You can also open the picture in full mode and browse through other pictures.

8. Comments

User can post and see the comment(s) for the specific customer.

9. Communications

It has two sections: Calls and SMS. And the user can see the number of Calls made to the customer, and the same to the SMS submit to the customer.