Customer Dashboard – Marquis

Path: Customer Dashboard

The Customer Dashboard provides a 360° view of your customer relationships by providing a complete history of all correspondence with customers/members and prospects. In addition, here you can find important information for the relationship such as current accounts and balances, linked relationships, and more.

CREATING ACTIVITY LOGS

Activity logs are created to record details of interactions with customers/members as well as prospects. These logs show the complete history of correspondence between your institution and each customer/member and prospect.

Within CallTrax NEXT, there are 8 types of activity logs:

Phone Call	Letter
Referral	Alert
Email	Pipeline
Meeting	Other

Click the hyperlinks for instructions on each process.

Creating Phone Call Activity Logs	Creating Letter Activity Logs
Creating Referral Activity Logs	Creating Alert Activity Logs
Creating Email Activity Logs	Creating Pipeline Activity Logs
Creating Meeting Activity Logs	Creating Other Activity Logs

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