Menus and Icons

The Application menu bar provides the following selections:

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	CUSTOMER CARE displays the OmniSearch page where you can search on an Account, Adjustment, Cart, Follow Up, Journal, Order, Payment, Service Address, or Workflow.
	APPS displays icons of the modules that you have permission to access.
	NEW opens the New Customer page for adding a new customer account.
	SEARCH displays the OmniSearch page where you can search on an Account, Adjustment, Cart, Follow Up, Journal, Order, Payment, Service Address, or Workflow . .
	ACCOUNTS lets you view Bookmarked and Recent accounts.
	MANAGE provides access to setup pages for Service Addresses, Global Settings, Customer Care Settings, Quicklinks, Order Detail View and Usage View.
	HELP opens E-Support where you can find the Customer Care User Guide (Resources > Help Resources).

When a specific customer account is open, the Customer menu bar is available from all pages related to that specific account. You can choose to use one of two different menu views.

The default view is a static presentation under the customer.
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As an option you can use the hidden multi-colored drop down view. When this view is selected you click the down arrow next to the customer's name to display the menus.

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ACCOUNT	Clicking ACCOUNT takes you to the Account Detail page. Clicking the ACCOUNT drop down arrow gives you these navigation options: Account Details - same as clicking ACCOUNT Contacts - The Customer Summary shows the Primary Customer Contact. This option displays additional contacts on the account (if any) and provides the ability to add/edit contacts. Corporate Account - Only applicable if the account has a corporate structure Communications - The Customer Summary InfoPanel provides a quick view of E-mail and lets you send a new email. This option displays the Communications page with full functionality related to emails. Follow-Ups - The Customer Summary InfoPanel provides a quick view of Follow-ups. This option displays all Follow-ups on the account and provides the ability to add/edit, read associated journals, and view/attach documents. Journals - The Customer Summary InfoPanel provides a quick view of Journals. This option displays all Journals on the account and provides the ability to add/edit/move/delete, and view/attach documents. Notifications - This displays a page with read-only access to notifications created via CostGuard Client. Installment Plans - This displays a page for managing Installment Plans.
BILLING	Clicking BILLING takes you to the Invoice History. Clicking the BILLING drop down arrow gives you these navigation options: Balances - The Customer Summary shows current, total, and past due balances. This option provides a complete history of Account, Deposit, Store Credit, and Reward Point balances, and provides the ability to add payments and adjustments. Deposits E-Pay Accounts E-Pay Transactions Inserts & Messages (requires CostGuard version 16.2 or higher) Invoices - same as clicking BILLING Usage Usage Balance - This displays the Usage Balance page which provides usage, balance and overage information for each discount category and grant discount associated to a service, within a given bill period.
SERVICES AND FEATURES	Clicking SERVICES AND FEATURES takes you to a page with full functionality for viewing and managing Services and Features. Clicking the SERVICES AND FEATURES drop down menu gives you these navigation options: Services Service Addresses Change Parent Service Usage Notification Settings
ORDERS	Clicking ORDERS takes you to the Order History page. This button has no drop down options.
DOCUMENTS	Clicking DOCUMENTS takes you to the Documents page. This button has no drop down options.

When you navigate away from the Customer Summary page, you can click the Customer Name to return to that page.

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Return to account Summary

To toggle the navigation menu setting, choose MANAGE > Settings and then click the associated Edit (pencil) icon to change the Use Updated Customer Navigation setting. This setting is enabled (checked) by default to show the static view.

Account Summary InfoCenter

The InfoCenter on the Account Summary page gives you quick access to alerts, notifications, journals, follow-ups, tickets, workflows and emails.

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The number of items (for example 6 journals) is indicated next to the associated icon as applicable. Hovering over an icon displays the textual label. The textual label is also displayed when the tab is selected.

	Alerts
	Journals
	Follow-ups
	Tickets
	Workflow
	Communications (Emails) Note: This tab is only available when Communications is configured via the Communications web module.

Account Summary Action Icons

The upper right area above the InfoCenter contains Action Icons.

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	Edit Account
	Documentation Storage (Only available if this functionality is enabled in your system)
	Verify CPNI information
	Bookmark this account
	Unbookmark this account
	Open the Audit Log

The Verify CPNI and Bookmark/Unbookmark icons are available on all Account pages (Balance, Communications, Services and Features, and so on). The Edit and Documentation icons in the gray banner are only available on the Customer Summary page.

Collections Icons

The icons on the Collections page, differ depending on whether the customer is in or out of collections.

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Not In Collections	Make Collections Exempt
Not In Collections	Send to Collections
In Collections	Remove From Collections
	Re-Export Letter
	Close Payment Plan

Common Web Application Icons

The following icons are common across all web applications.

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	The user name options let you Log Out or access Security to manage your user account. (More) Using CostGuard's Security Web module, you can edit your personal information and change your password. (Show picture) To manage your account: Select My Account from your user name drop-down. Click Change Password to open the change password dialog and enter the required information. Click Save. Click the edit button to change your First Name, Last Name, Email address and Description. Click Save.
Environment Name	Your current environment name is displayed next to your login name. *Non-production environments are displayed with red text.* Hover over the name to see whether it is a production environment or not. Click to select a different environment.
	*Expand:* Displays additional information about an item. Note In a list of items, you may need to hover on a row to display this button. *Descending Order*: In a column header, sorts the column in descending order (based on the type of column: alphabetically, numerically, date).
	*Collapse: Hides additional information about an item. Note In a list of items, you may need to hover on a row to display this button. Ascending Order*: In a column header, sorts the column in ascending order (based on the type of column: alphabetically, numerically, date).
	Indicates a sub menu.
	Lets you edit fields.
	Lets you add a new item.
	Lets you edit an item.
	Lets you search for an item.
	Lets you attach documents.
	Lets you save an item.
	Lets you delete an item.
	Lets you apply a filter to a list of items
	Lets you add a new Order.
	Lets you start a Workflow.
	Cursor displayed when the underlying item is a link or toggle. *Hint*: Move your mouse pointer over text and graphics; if the pointer changes to a pointing finger, click!
Entering search text	Text boxes in Search dialogs include implied wildcards at the beginning and end of the text.
Asterisked field labels	Indicates a required field. *(If you try to Save without required information, the fields are highlighted and must be corrected before continuing.)*
List page navigation	When a list of items spans more than one screen load, you can jump to different pages using the page navigation bar at the bottom of the list. Click on a page number to move to that page. Hover over a double arrow to scroll through the page numbers.