CRM › Utilities
Utilities Dashboard
The key figures of the utility first: accounts, meters reporting, read exceptions, the bill run, billed and collected, what is owed over 60 and 90 days, arrangements, disconnects and open work — each a link to its list.
Where to find it
Address in the console: /crm/util-dashboard
Workspace · 0 columns
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.