Customer Landing Page
- Uwizeyimana Liliose
- Alice Niyigena
- Ariel Muhizi
- Kabanda David (Unlicensed)
This document explains features on the page you land on after logging into Pulse 2.0
Customer Landing Page: A page that carries customer information.
You can search or filter a given customer application you want to view.
Who can access this page?
The following roles can access the above page:
Admin
Sales
Field Management
Back Office Management
Call Centre Basic
Call Center Advanced
How to get to this page
Log in to pulse 2.0
Features available on the page
A. Account List
This feature displays customer information and available filters to apply when searching for a given customer application.
Note: Different filters are useful for a user, and there is no limit 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 Serial Number
Pulse users can now search for a customer using multiple fields
The search function will independently search each field separated by spaces.
A maximum of 10 words can be used in a single search.
An error message will be displayed if the word limit is exceeded.
To search for an exact term, it must be enclosed in quotation marks, e.g.,
"Jane Doe".
A.2 Filter by different options.
By clicking on "Filter," a list of different options will be displayed. The Pulse user should choose the appropriate option and then click on "Apply"
The filter option includes: Account status, Contract status, Contract type, control method, fulfilment centre, PAR level, PAR configuration name, Product category, Product & package.
Each option the Pulse user selects will be directly displayed on the account page. i.e., let’s select the PAR configuration name (this will display all the PAR names the OpCo has) and Product category.
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