This article will guide you through understanding the icons available when using the Lookup under the Members/Customers tab.
When searching for a customer, you will notice there could be an icon next to their name. Below is an example image of the icon and their meaning.
- Customer has an Active status
- Customer has Active Services (open booking/session credits available)
- Customer is in Third Party Status
- Customer has a Frozen agreement
- Customer has a Past Due balance
- Customer has an Alert on their account
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Prospect Management - Can access prospects lookup
- Customer Management : General - Can access client options