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, ...
SupportCenter Plus allows you to import solutions in bulk from an XLS file. To import solutions: 1. Click Solutions. 2. Select Import Solution from the Actions drop-down menu. 3. In the import wizard, click Choose File, select the XLS file and ...
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 ...