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Navigate a Customer Record
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Customer Agenda and Payment Methods pictures will need to be updated. Adding participating member’s names: Work in process. |
Customer Heading
There is a variety of information available to users about a selected customer. When a customer profile is opened users will see basic information in the customer heading along with the customers picture. The customer heading gives an at-a-glance view of the customer name, membership plan (if applicable), several icon indicators and notifications. Customer indicators can give users immediate feedback without looking through the record for information.
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Membership plan name.
Multi-member or Individual plan type.
Count of members in plan.
Start and end date of plan.
Important Flags:
"Current" - shown when membership is active.
"Auto Pay" - shown when customer is on auto pay.
"Auto Pay Suspended" - shown when customer is suspended from auto pay.
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If a plan has expired it will NOT show the "current" tag and will show the plan end date in bold. |
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