Once the customer record loads, it loads to the main customer (Details) page. The first thing you will notice is that there is now more information showing in the left-hand navigator.
These items make up the pages of the customer record. The right-hand side of the view is the status of the customer record.
Notice there is color coding of items, such as the fact that there is currently an alarm active for the account, an outstanding Maintenance Issue, and the account is currently in Full Service (nothing is On Test). Also, each Area (partition) shows its Open or Closed Status with a date and time of the last status change. Notice also, there is an “Add On Test” showing on the top. We will discuss that a bit later.
Details Page
The main customer page is called the Details page. The details card contains “4 cards." These four cards house all the information specific to the basic customer record.
Details Card
This includes the Account ID, Name, and Address details. When you hover your mouse over the card, three icons display.
- The eye icon (👁️) adds and removes the customer from your Watch list. This list is for all people authorized to access BoldNet for your company.
- The pencil icon (✏️) places you in edit mode to make changes to this card. This icon only displays when you have the permission to make changes to this card. This is true of all cards within BoldNet.
- The ellipses (three dots) icon (⚫⚫⚫) expands the card to display additional information. This card displays customer-level passwords, accounting information, and, when applicable, cross street and subdivision information.
Contacts Card
This contains the site-specific contact phone numbers, email addresses, and Web addresses, when applicable.
Authorities and Dealers Card
This contains the details of which responding authorities and which dealers are linked to these accounts.
Quick View Activity Card
Located at the bottom of the Customer details form is a quick view of the most recent activity in the account. There is also a full-page Activity log found in your Forms navigation.
