Controlling customers

This evaluation provides an overview of the data status of all customers from a marketing perspective with the help of a traffic light and appropriate information.

View

This group contains features for viewing and displaying controlling accounts. It includes visual properties and display options for the user interface.

Property	Description
Traffic light	The traffic light display provides information on whether there is an error or a warning.
Note	The note adds more detailed information to the traffic light about what may be wrong with the account.
Debtor	The customer assigned to the account.
Customer abbreviation	Returns the four-digit eTASK customer code of a customer.
Active	Indicates whether the account is active or whether the customer has canceled.
Online account	Indicates whether the account's application is hosted in the eTASK Cloud (yes) or installed on premise at the customer's premises (no).
Key Account Manager	Shows the first name and surname of the key account manager who is assigned to the account.
Profile / Target group	The profile or target group selected on the account is specified here.
System manager	The person selected in the account as the person responsible for the system is displayed here.
Main areas of interest	The number of points of interest of all users of the account. If the same focus of interest is activated for two or more users, it is only counted once.
Client	The logical client is visible at this point. This is always 01 as long as the client separation has not been activated. Please refer to the help.
Specialist responsible	Total number of users for whom the checkbox "Is responsible?" is activated