"Customer Account Overview" refers to a feature or a view in a software that allows customers to get a summarized overview of their account or accounts.
Typical functions of software in the "Customer Account Overview" area are:
Display of account information: The software presents customers with all relevant information about their account, including account balance, transaction history, outstanding invoices, and other relevant data.
Account management: Customers can perform certain actions through the customer account overview, such as making transfers, paying bills, adjusting account settings, or updating information.
Filter and search functions: The software provides filter and search functions so that customers can quickly find specific transactions or information they need.
Customized settings: Customers can customize their customer account overview according to their personal preferences, such as hiding certain categories, setting favorites, or creating custom dashboards.
Notifications and alerts: The software can notify customers about important events or activities on their account, such as incoming payments, transaction errors, or upcoming due dates.