The Account Summary feature gives you a fast, unified view of everything you need to know about an account—without having to navigate to different screens or other areas of the application. With one click of a button on an account you have a quick view into important information such as:
- Recent Activity
- Open Quotes
- Order Information
- Buying Habits
- Financial Information
Why does this feature matter?
Cuts down on navigation time: Spend less time navigating between windows and/or pages to find the most pertinent information.
Helps you stay prepared before customer conversations: Whether in person or on the phone, have all the necessary information you need quickly and summarized for better informed conversations.
Keeps sales, service, and management aligned: Prevent confusion, wasted effort, and mixed messages to customers. A unified summary puts everyone on the same page.
What information is available?
- Recent Activity: Recent activities performed on the account such as Logged Calls, Emails, and Comments. Clicking a record opens the action in a window to view.
- Attention: Recent Open Quotes, Late Orders, and the next Anticipated Order Date. Expand these lines to see associated records.
- Next Steps: Displays Top Suggested Products for the account. Clicking into this section displays a full list of Top Suggest Products.
- Buying Habits Last 12 Months: Last 12 month sales, latest invoice date and amount, and the Top 10 products by revenue. Clicking into this section displays this information in a report.
- Financial Overview: Displays the total outstanding AR amount. Clicking this section displays additional information such as Over 30 days past due amount and Percentage Over 30 days past due amount.
How do I use this feature?
On Web Version:
- When on a bill-to or ship-to account, click the Account Summary icon.
On the Mobile App:
- When on a bill-to or ship-to account, click the Account Summary icon.
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