Timeline
The Timeline zone displays the following information in a graphical form:
-
Number of customer contacts which are created for the account's main customer in a particular month
-
Number of bills which are created for the account in a particular month
-
Number of payments which are created for the account in a particular month
It contains the following fields:
| Field Name | Field Description | Mandatory (Yes or No) |
|---|---|---|
| Month | Used to indicate the month till when you want to display
the above stated information. Note: By default, the current month appears
in this field.
|
Yes |
| Year | Used to indicate the year till when you want to display the
above stated information. Note: By default, the current year appears
in this field.
|
Yes |
Depending on the month and year specified in the above fields,
the data for the respective month and previous 11 months is presented
in the grid. For example, if the Month and Year is set to April 2017,
then the data for the May 2016, Jun 2016, Jul 2016, Aug 2016, Sep
2016, Oct 2016, Nov 2016, Dec 2016, Jan 2017, Feb 2017, Mar 2017,
and Apr 2017 appears in the grid. To view the data for a different
period, you must accordingly change the month and year and then click Search (
) icon.
You can use the Previous 12 Months (
), Previous Month (
), Go To Today (
), Next Month (
), and Next 12 Months (
) icons
to change the values specified in the above mentioned fields.
The following table indicates the data and the manner in which the data is presented in the grid:
| Row Name | Row Description | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Customer Contacts | A small icon appears for each customer contact which is created
for the account's main customer in the respective month. For example,
if two customer contacts are created for the main customer in the
month of Jan 2017 and one customer contact is created in the month
of Feb 2017, then two icons appear in the Jan 2017 column and one
icon appear in the Feb 2017 column. A text indicating the day of the
month when the customer contact was created appears on the icon. The
following table indicates the color in which the icon appears depending
on the condition which is satisfied:
On clicking the icon, the corresponding customer contact information appears at the bottom of this zone. It has a link. On clicking the link, the Customer Contact screen appears where you can view the details of the respective customer contact. Note: You can change the color in which the text appears
on the icon and the color in which the icon appears when the above
stated conditions are met through the C1-TL-CC-EVT algorithm.
|
||||||||||||
| Bills | A small icon appears for each bill which is created for the
account in the respective month. For example, if three bills are created
for the account in the month of Jan 2017, two bills are created in
the month of Feb 2017, and one bill is created in the month of Apr
2017, then three icons appear in the Jan 2017 column, two icons appear
in the Feb 2017 column, and one icon appears in the Apr 2017 column.
A text indicating the day of the month when the bill was due appears
on the icon. You can either display the day of the due date or bill
date on the icon depending on the requirement. The following table
indicates the color in which the icon appears depending on the condition
which is satisfied:
On clicking the icon, the corresponding bill information appears at the bottom of this zone. It has a link. On clicking the link, the Bill screen appears where you can view the details of the respective bill. Note:
If you want to display the day of the due date on the icon, you must set the Date To Use (D-Due Date, B-Bill Date) parameter in the C1-TL-OI-EVT algorithm to D. However, if you want to display the day of the bill date on the icon, you must set the Date To Use (D-Due Date, B-Bill Date) parameter in the C1-TL-OI-EVT algorithm to B. You can change the color in which the text appears on the icon and the color in which the icon appears when the above stated conditions are met through the C1-TL-OI-EVT algorithm. |
||||||||||||
| Payments | A small icon appears for each payment which is created for
the account in the respective month. For example, if one payment is
created for the account in the month of Aug 2016, three payments are
created in the month of Dec 2016, and four payments are created in
the month of Mar 2017, then one icon appears in the Aug 2016 column,
three icons appear in the Dec 2016 column, and four icons appear in
the Mar 2017 column. A text indicating the day of the month when the
payment was created appears on the icon. The following table indicates
the color in which the icon appears depending on the status of the
payment:
On clicking the icon, the corresponding payment information appears at the bottom of this zone. It has a link. On clicking the link, the Payment screen appears where you can view the details of the respective payment. Note: You can change the color in which the text appears on the icon and
the color in which the icon appears in the different status through
the C1-TL-PY-EVT algorithm.
|