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, ...
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 ...
View, edit, or delete accounts
You can perform various account-related actions from the account list view. To access it, click the Accounts tab. The account list view lists all accounts maintained in the portal. To view the details of a particular account, click the account name ...
View, edit, deactivate, or delete sub-accounts
You can perform various sub-accounts related actions from the account details page of the main account. To access it, go to the Accounts tab and then click the desired account name. The Sub-Accounts section in the account details page lists all ...
Schedule and Import Accounts and Contacts from CSV
SupportCenter Plus allows you to schedule and import accounts and contacts from CSV files. This feature is especially useful to import data periodically from other applications. This requires admin access to the product database and installation ...