Skip to end of banner
Go to start of banner

Customer Landing Page

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 13 Next »

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.

\uD83D\uDCD8 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

\uD83D\uDCD8 How to get to this page

  • Log in to pulse 2.0

image-20240925-075241.png

\uD83D\uDCD8 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.

image-20240925-075607.png

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

image-20240925-075910.png

  • Filter by using the fulfilment centre

image-20240925-080057.png

  • Filter by using the account status

image-20240925-080330.png

  • Filter by using contract status

image-20240925-082130.png

B. Columns

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

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

Customer name: This is the name of the customer who owns that order (or account). It is ticketed by default

Primary Phone: The first phone number of the customer. It is also ticked by default

Account ID: These are numbers that act as a key to the accounts ex: PNGA38403305

Account status: The status of the account

Contract status: The status of the contract

Credit expires: When the credit is finished

Fulfilment centre: Where the agreement was done

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

image-20240925-080827.png

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

Note: 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. 

Under the column dropdown function, you can also check the other information of the customer such as: 

Secondary Phone: The second phone on the customer application

A number of accounts: Number of all the accounts a certain customer has

Home address: Where a client lives

Physical address: The location of the customer

Expiry date: The date on which the accounts will expire

Installation address: The address where the installation took place

Installation physical address: The exact location of the address

Number of contracts: The exact number of contracts owned by a client.

In this example, I choose to view the Home Address and Expiry Date details of the customer.  

image-20240925-081309.png

  • No labels

BBOXX