Accounts
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, ...
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 ...
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 ...
Importing Accounts
SupportCenter Plus allows you to import accounts in bulk from a CSV file. To import accounts: 1. Click the Accounts tab. 2. Select Import from CSV by clicking the drop-down arrow beside the New button. 3. In the import wizard, click Choose ...
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: ...
Copying Accounts
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 or add account requests
You can manage requests associated with an account from the account details page. To view recent requests: 1. Go to the Accounts tab and then click the desired account name. For sub-accounts, go to the Sub-Accounts section and then click the ...
Tasks
Tasks are used to perform various account-related activities. Example: A request from a customer to add more contacts, an installation service request etc. To perform various task-related actions go to the Tasks tab in the account details page. ...
Attachments
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 ...
Advisory
You can use advisory to add information such as consultative opinions, announcements of issues, contract expiry notice etc. To add an advisory to an account: 1. Go to the Accounts tab and then click the desired account name. 2. In the account ...
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 ...
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 ...