IBM Sustainability Software - Ideas Portal


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Status Functionality already exists
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Jul 9, 2024

RELATED IDEAS

Addition of a notes field to the Accounts Summary Screen to allow for key information to be visible

It would be useful to hold clarifying data on the account summary screen i.e additional information regarding the account: supply and meter location, local supply name etc.  This would allow all users to have this information as soon as they open the account summary page and would enhance the user experience.

Idea priority Medium
Needed By Quarter
  • Post comment
  • Admin
    Daniel Marshall
    Reply
    |     Sep 15, 2024

    Hi Denise,

    There are a number of fields that are already returned in the account summary screen which can be used to hold information pertaining to the account.


    Typically these fields only become visible in the summary screen once data has been populated in them.


    Main Data Section

    Account Number (Free Text)
    Data Type (Linked to Account Style)
    Reader (Free Text)
    Opened On (Date Field)
    Replaced On (Date Field)

    Overview Section

    Account Ref (Free Text)
    Linked Meter (Meter serial number)
    Account Style (Selected from list)
    Supplier (Free Text or Selected from list)

    Relates to Section

    Location Name (Determined by location account belongs to)
    Address (Sourced from Location details)


    In addition, you can expand the "Details Panel" to the top right, to view more account detail fields which includes

    Account Attribute fields 1-5 (Free text fields available through the "Action" > "Account Settings" page

    Notes (time based notes that can be left against an account)

    Attachments (Any attachment that can then be downloaded by users)

  • Guest
    Reply
    |     Jul 9, 2024

    This would be so useful !!!!

  • Guest
    Reply
    |     Jul 9, 2024

    This enhancement would be so helpful to the people who work on our sites. 

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