The Overview is a tab shown on the Person card. The tab provides a quick overview of the person.
The Person Overview is a Beta feature, which means it will be changed in the future.
Currently the Overview tab shows the following data:
Field | Description |
|---|---|
Personal number | The Personal number / SSID of the customer |
Customer no. | Customer ID number |
Card number | Card number of the customer |
Balance | Outstanding debt of the customer |
Internal message | Shows the internal message if any |
Notes | Shows the timestamp and content of the latest note |
Number of visits | Shows the timestamp and facility of the last visit Shows the total number of visits |
Classes | Shows up to 3 upcoming classes and or recent past classes. Example:
Past classes are grayed out |
Services | Shows up to 3 upcoming service bookings and/or most recent past service bookings. Examples:
Past bookings are grayed out |
Subscriptions | Shows all active subscriptions
|
Consents | Shows all active Autogiro or Card consents
|
Invoices | Shows all unpaid invoices
|