The enhanced Customer Account View page is a customizable page for viewing customer information and completing actions for that customer.
The main tabs on the Customer Account View page are:
View main customer details, which can include customer interests, notes, alerts, and upcoming activities.
View customer relationships to family and friends who also have ACTIVE Net accounts.
View a list of customer activity (transactions, reservations, account changes, etc.) over any specified time period. To use the History tab:
Select who to include in the ledger from the dropdown list:
Current customer only, OR
Entire family
Use the calendar buttons to select a Begin Date and End Date for the ledger.
Click Get Records Now.
View links to actions you can perform on a customer's account. See Customers.
Configuring Enhanced Customer Account View
Enabling Enhanced Customer View