Change Account

Change Account

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.

    • Related Articles

    • 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:  ...
    • Account Manager

      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 password

      If you are using local authentication to sign in to SupportCenter Plus, you can change your password directly from the application. To change your password, 1. Click the profile icon on the top-right corner and then click Change Password. 2. Enter ...
    • 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 ...
    • 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 ...