Working with the Home Page tab

The Home Page tab serves as the focal point for service information from all of the other areas of Vision. And many of the core activities that help you manage customer relationships are automated in Vision; you can easily initiate these activities right from the Home Page tab. It provides a quick glance of important need-to-know information and need-to-do activities:

Screen name	Purpose
Home Page	This screen presents the following: My Follow-up queue: activities that need to be done to help you provide the optimal customer experience Calendar: a quick view of which days are associated with upcoming follow-up activities Company News and Special Alerts: information that needs to be communicated to everyone in the company My Links: a set of handy hyperlinks that you can customize to boost your productivity and efficiency
Customer Profile	This screen enables you to quickly search for customers and view a summary of basic information about them, as well as their buying habits.
Vision Back Office	This screen provides you with quick access to Vision Back Office.