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How can we improve the Customer Web Portal?

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  1. In the portal, when I “schedule” would be nice to have a function that say keep daily settings

    This is on behalf of Lisa Miller @ Youngs River. Reference ZD ticket # 58109.

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  2. Open Balance Widget

    Having an open balance widget would be great. A pie chart by services or groups would be fantastic.

    Customers should also be able to see their total balance broken up by aged buckets (ex $30 in the 90-days bucket $40 in the 60 days bucket) and be able to make payment of the whole balance or a particular aged bucket balance.

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