New Customer Onboarding (NCO)

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Features Added on NCO

The features added on NCO are:

Included Snapshot navigation overview.

The system now shows a concise summary of all available information from navigation within the "Snapshot" section, so that users can promptly and effortlessly acquaint themselves with the most current information.   

The information added are:

  • Task 
  • WC Code 
  • Markup 
  • Shift 
  • Discount 
  • Charge 
  • Contact 
  • Contact Information
  •   Address 
  • Service Profile
  •   Sales Profile 
  • Revenue Opportunity
  •   Document
  •   Official Document 
  • Custom 
  • Date Type 
  • Web Clock