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To submit a bug report, an idea that you think would improve this feature, or just general feedback please contact anton.tyrberg@brpsystems.se
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Anatomy of the
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Currently the Overview tab shows the following data:
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Field
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Description
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Photo
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Photo of the customer
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Personal number
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The Personal number / SSID of the customer
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Customer no.
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Customer ID number
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Card number
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Card number of the customer
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Balance
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Outstanding debt of the customer
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Internal message
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Shows the internal message if any
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Notes
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Shows the timestamp and truncated content of the latest note
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Number of visits
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Shows the timestamp and facility of the last visit
Shows the total number of visits
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Classes
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Shows up to 3 upcoming classes and or recent past classes.
Example:
3 upcoming classes and 0 past classes
1 upcoming class and 2 past classes
0 upcoming classes and 3 past classes
Past classes are grayed out
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Services
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Shows up to 3 upcoming service bookings and/or most recent past service bookings.
Examples:
3 upcoming and 0 past bookings
1 upcoming and 2 past bookings
0 upcoming and 3 past bookings
Past bookings are grayed out
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Subscriptions
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Shows all active subscriptions
Subscription name
End date or Automatic renewal
Facility
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Consents
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Shows all active Autogiro or Card consents
Timestamp of creation
Type of consent
Autogiro
Kortmedgivande
Facility
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Invoices
Shows all unpaid invoices
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Invoice number
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Status
Status colour Red title unpaid Status colour Red title Overdue: 2022-04-01 Status colour Red title Sent to debt collection
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Overview tab
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1. Photo
The top card in the left column shows the customer photo along with number of messages and Balance.
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Balance is the sum of outstanding debt of the customer. At the moment this sum calculation does not work entirely as intended. |
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In future, clicking the Balance value will bring up a modal showing the underlying items that contribute to the sum value. |
2. Personal details
This card shows basic information about the person. At the moment it shows:
Age,
Customer number
Card number and
Created date
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In the future, it will be configurable what fields to show. |
3. Subscriptions and value cards
This card shows any subscriptions and/or value cards that are associated with this customer. By default, the card will list 3 items. If there are more than 3 items, the rest will be visible when expanding the card.
The list is sorted by:
Subscriptions where the customer is the payer and the user
Value cards
Subscriptions where the customer is the payer but not the user.
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In the near future, the subscriptions and value cards will be clickable, and by clicking you will be navigated to the particular subscription or value card. |
4. Saved payment methods
This card shows any payment methods that are associated with this customer, for example EFT authorization or RCP.
5. Internal message
If there is an internal message on the customer it will be shown at the top of the right column in red. It will be visible as long as there is an internal message.
6. Missing information
If any mandatory information field is empty on this customer, this notice will be visible until that or those fields are filled.
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In the future, it will be configurable to designate which fields will be mandatory/optional. Currently it is hard-coded. |
7. Invoices
This card shows any invoices related to this customer that are not paid.
Each line shows:
Invoice number
Invoice status
Amount left to pay
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In the future, the invoices will be clickable to go to a detail view of the specific invoice. |
8. Activity
The Activity card shows ongoing, future, and past activities related to the person.
An activity is:
a registered visit
a service
a class or,
an event
8.1 Visits
A visit is designated with the visit icon and a time-stamp of when the visit was registered
8.2 Undebited bookings
Where applicable, a badge will indicate if a booking is undebited. It can also indicate “Paid”.