About Enhanced Customer Account View

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:

Details

View main customer details, which can include customer interests, notes, alerts, and upcoming activities.

Family

View customer relationships to family and friends who also have ACTIVE Net accounts.

History

View a list of customer activity (transactions, reservations, account changes, etc.) over any specified time period. To use the History tab:

 

    1. Select who to include in the ledger from the dropdown list:

    2. Use the calendar buttons to select a Begin Date and End Date for the ledger.

    3. Click Get Records Now.

Actions

View links to actions you can perform on a customer's account. See Customers.

Related topics

Configuring Enhanced Customer Account View

Enabling Enhanced Customer View