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Customer (Account) menu | Access to various account details.
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Application Menu | Access to various web applications and common tools.
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| Displays the Search page. You can search on Accounts, Adjustments, Carts, Follow Ups, Journals, Orders, Payments, Service Addresses, and Workflows. |
| Provides access to modules that you have permission to use.
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| Opens the New Customer form to begin the process of creating a new customer or prospect. This requires Manage Customers permission (for new customers) and/or Manage Prospects (for new prospects). This button is only available with CostGuard Client version 16.2. |
| Also displays the Search page. You can search on Accounts, Adjustments, Carts, Follow Ups, Journals, Orders, Payments, Service Addresses, and Workflows. |
| Lets you set up and navigate to Bookmarked and Recent accounts.
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| Lets you view and manage Service Addresses and CPNI settings.
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| Help allows you to view the online help for Customer Care. |
Navigation Icons | |
| Expand: Displays additional information about an item.
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.
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. |
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| Lets you view and attach documents. |
| Lets you save an item. |
| Lets you delete an item. |
| 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.
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InfoPanel
The areas within the Customer Care display (i.e., Account Information, Contact Information, etc)
(Show picture)
