If a request has been erroneously logged-in under a different account, then you can change the account instead of creating a new request.
To change account:
1. Go to the Requests tab and click the subject line of the desired request.
2. Select Change Account from the Actions drop-down menu.
3. In the request edit form, select the preferred account and the corresponding contact name.
4. Add appropriate Reason and then click Update Request.
You can edit Account field only using Change Account option.
Deactivate an account
Accounts and sub-accounts can be temporarily deactivated when not required. All accounts and sub-accounts are in Active state when created. You can perform any account-related action only when the account is Active. To deactivate an account: ...
To change the password, 1. Click the profile icon on the top-right corner and then click Change Password. 2. Enter your current password, new passwords, and re-enter the new password. 3. Finally, click Save.
Account managers are users who take care of their associated customer account(s) and keep them up to date. Account managers can view all requests raised in their associated account and coordinate with support reps to ensure quicker resolution. To ...
Change profile picture
To change the profile picture, 1. Click the profile icon on the top-right corner and then click the picture area. 2. Select your preferred picture and click Open. The profile picture is visible to all users. Images up to 5 MB in the formats jpg, ...
Account- Additional Fields
Based on your requirements, the default account record can be customized using different types of additional fields. This is useful to capture additional information about your customer. To configure additional fields: 1. Go to Admin>>Account ...