Accounts are used to manage all customer information in a single place. The Accounts module lets you manage both transactional including business details, associated contacts, requests, tasks etc, and non-transactional information including sales, products, contracts, and billing.
Follow the links below to learn more.
- Add account
- Add sub-account
- Manage account requests
- Copy accounts
- Deactivate accounts
- Importing accounts
- Manage Accounts
- Manage Sub-accounts
ManageEngine SupportCenter Plus is a comprehensive customer support software application that helps businesses track, manage, and resolve customer issues quickly and effectively. SupportCenter Plus offers request management, solution management, ...
Contacts - Introduction
In SupportCenter Plus, the individual customers are called contacts. Contacts can be associated with accounts. The Contacts module allows you to manage all contacts across accounts within the portal. You can also manage contacts associated with an ...
SupportCenter Plus allows you to import accounts in bulk from a CSV file. To import accounts: 1. Click the Accounts tab. 2. Select Import from CSV by clicking the drop-down arrow beside the New button. 3. In the import wizard, click Choose ...
All account-related actions are specific to a portal. However, you can copy account details between portals. Copying account details is useful when you provide different services to the same customer from different business verticals. To copy ...
Contracts and Billing - Introduction
You can create billing contracts based on flexible support plans and charge your customers accordingly. Contracts are managed under Contracts module. You can also manage contacts from the accounts details page. You can manage contract bills and ...