Technical Support Centre
- Knowledgebase » Article #DBDCUSTS01
| Article ID | Article Title | Last updated | Article relates to |
|---|---|---|---|
| DBDCUSTS01 | Customers section |
20080529 (Andy) | Models: Pro, MultiUser, MultiSite, MultiView Brands: Marina, Self Storage, Appliances Versions: 7.X (and higher) |
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What is the Dashboard Customers section?
The Customers section on the StorMan Dashboard contains a list of all units or berths (except those with the 'Unavailable' status - see: #UNTSTA01 - Unit status's), as well as any associated customer information for rented units or berths - such as the customer's name, agreement number and paid-to date. In addition, this list also shows any active sales enquiries (see: <insert text here - link to article on sales enquiries>) and reservations (see: <insert text here - link to article on reservations>) . Active Other Credit Sales (see: <insert text here - link to article on other credit sales>) are also shown.
The search box at the top of this section allows you to search for any of the aforementioned data in a search-as-you-type style fashion. The refresh icon (see: #DBDRFI01 - Dashboard Refresh icon) can be used to clear the search box & its results.
The list also includes toggles at the top, to sort by unit or berth number, customer name, agreement number, paid to date or status. If you use a supported Access Control System (see: #ACCSUPS01 - Supported access control systems) with StorMan, the Customers Section is split in half vertically - with the bottom portion showing a Gate Log section (see: #DBDGLS01 - Dashboard Gate Log section).
The upper-right portion of the Customers section appears behind the Dashboard's Floating Window (see: #DBDFW01 - Dashboard Floating Window).
What does the Dashboard Customers section look like?
A screenshot of this is provided below...
Screenshot: The Customers section on the StorMan Dashboard.
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