SoftGuide > Functions / Modules Designation > Customer account overview

Customer account overview

What is meant by Customer account overview?

"Customer Account Overview" refers to a feature or a view in a software that allows customers to get a summarized overview of their account or accounts.

Typical functions of software in the "Customer Account Overview" area are:

  1. Display of account information: The software presents customers with all relevant information about their account, including account balance, transaction history, outstanding invoices, and other relevant data.

  2. Account management: Customers can perform certain actions through the customer account overview, such as making transfers, paying bills, adjusting account settings, or updating information.

  3. Filter and search functions: The software provides filter and search functions so that customers can quickly find specific transactions or information they need.

  4. Customized settings: Customers can customize their customer account overview according to their personal preferences, such as hiding certain categories, setting favorites, or creating custom dashboards.

  5. Notifications and alerts: The software can notify customers about important events or activities on their account, such as incoming payments, transaction errors, or upcoming due dates.

 

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The function / module Customer account overview belongs to:

Customer master data

Software solutions with function or module Customer account overview:

rexx CRM
 
 
 
 
 
 
A CRM that builds your customer relationships brick by brick
audius:Software & Consulting for IT, software and consulting companies
Industry solution IT, software and consulting companies.
PROJEKT PRO
 
 
 
 
 
 
Integrated overall solution for controlling, project and office organization and managemen
audius:Event for Event Management
Industry solution for event providers.
DOCUframe
 
 
 
 
 
 
Document management, CRM, archiving, communication, workflow
audius:Finance for financial service providers
Industry solution for financial service providers
deLUXE-ERP
 
 
 
 
 
 
ERP | CRM | PIM | Merchandise Management | Business Intelligence - complete solution
VM Verlags-Manager ®
 
 
 
 
 
 
Crossmediale Komplett-Lösung für Medien: Anzeigen/Abo/Buch/Event
Service Portal ERP
 
 
 
 
 
 
Organization and management of service requests
Field Service Management - Tickets
Customer management forms the interface between customers and the company
Show all 19 programs with Customer account overview