Attachments are used to add additional information in the form of images or files. The attachments added to an account can be specific to a portal or common for all portals. You can perform various attachment-related actions from the account ...
Adding an Account
To add a new account: 1. Go to the Accounts tab and then click New. 2. Now, provide necessary account details as required. The default account fields available are as follows. Field Description Account Name Give account a unique name. This is a ...
Resolving a request may involve additional work such as splitting the request into smaller activities, establishing dependencies, collaborating with other support reps, etc. Some of the extended functionalities are: Notes Attachments Tasks Reminders ...
Adding a sub-account
To create a new sub-account: 1. Go to the Accounts tab and then click the desired account name. 2. In the account details page, go to the sub-accounts section and then click Add New. 3. Now, provide necessary sub-account details as required. The ...
Accounts - Introduction
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, ...