5.1.6 - New Customer Detail Center

5.1.6 - New Customer Detail Center

Version: 5.1
Patch: 006
Title: New Customer Detail Center
Application Category: Other
Patch Type: Feature

Description:

Customer Detail Screen has been redesigned to be much faster and display more information than before. 
- New overview tiles provide high level details about the customer
- Payment & Shipping details for orders can now be edited from the Order History grid
- Packing slips and Receipts are now accessible from the Order History grid
- All information on the customer detail page can be filtered by Campaign or Product group
- Customer Service events can be filtered by various attributes. 
- Layout of Customer Detail screen sections can be re-arranged (if desired).
- Popups load faster without full page re-loads
- Added additional details to Order History grid, including balance due, and amount already paid.

Articles:

  1. Customer Detail Page

    • Related Articles

    • 5.1.7 - New Order Detail Center

      Version: 5.1 Patch: 007 Title: New Order Detail Center Application Category: Other Patch Type: Feature Description: The Order Detail has been optimized and improved - Popups load faster without full page re-loads - Some of the buttons above the Order ...

    • Customer Detail Page

      Module: Customer Detail Page Topic: Page Overview Version(s): Version 5.1 Editions: Standard, Commerce, Call Center What is Customer Detail Page? The Customer Detail Page is hub for information about a specific customer. The page contains the ...

    • Order Detail

      Module: Customer Portal Paths: Welcome > View Detail Welcome > Order Number Link Orders > View Detail Orders > Order Number Link Topic: Order Detail OLX Version(s): 5.1 OLX Editions: Commerce, Call Center The Order Detail Screen will match ...

    • Customer Status

      Module: Customer Status Path: Company > Company > Customer Status Topic: Customer Status Version(s): 5.1 & up Editions: What Is Customer Status Customer Status is another tool to set status information specific to your client needs for reporting ...

    • Order Detail Screen

      Module: Order Detail Screen Topic: Page Overview Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What is the Order Detail Screen? The order detail screen displays data for a single customer order. The screen begins with six ...