Corporates

This topic provides information about corporates.

Using this dashboard, the user can view the list of the customers.

A sample screenshot of the dashboard of Corporates is below.

Figure 2-7 Corporates


Description of Figure 2-7 follows
Description of "Figure 2-7 Corporates"

Table 2-7 Corporates - Component Description

Component Number Description
1 Displays the list of customers.
By default, the list is sorted based on the following:
  • Default Customer
  • Pinned Customer/s
  • Unpinned Customer/s
2 Indicates if the customer is the default customer.

User can mark one of the customers as a default customer. The default customer is pre-selected.
3 Indicates pinned customers. User can pin one or more than one most frequently used customers.
4 Click on the filter option to search the customers based on Customer ID or Customer Name.