Account Request Type Setup
Last Modified on 04/17/2026 12:17 pm PDT
Pathway: Setup > Account > Account Request Type
Account Request Type Setup allows users to generate a wide range of request types that can be selected when creating a request for an account. Having a standardized set of account requests also assists in filtering on specific request types within the Account Request Management tool.
Field Descriptions
| Field | Description |
Name
Required | The name for the account request that displays for user selection.
|
Type
Required
| Select either Billing, Other, Sales, or Services to categorize the Account Request Type.
|
| Active | Controls if the request is available for use.
|
| Allow Self-Service Ordering | A configuration trigger (yes/no) that enables customers to submit requests directly via the customer portal.
When this field is enabled for a specific request type, a "Create Request" button becomes visible on the customer portal, allowing users to initiate that specific type of request (e.g., a billing address change or a service inquiry).
|
| Assign User By Default | Automatically assigns account requests received from the portal to the identified user type. When a request is received from the account portal, the user assigned will be alerted.
|
| Department | Option to categorize requests by department. In Account Request Management, requests can be filtered by department.
|
Add an Account Request Type
To add an Account Request Type, use the following steps. Once created and active, it will be available for selection in drop-downs and filters within the system.
- Click the green + to open the Add Account Request Type editor.
- Complete the following required fields:
- Enter a distinct and descriptive Name for the account request.
- Select the Type of account request for the department it will applied to. This is a system defined list and includes Billing, Other, Sales, and Service.
- Set the Active status to 'Yes' to make the request type available for use.
- Complete additional fields based on your company's established procedures.
- Click Save when finished.
Edit an Account Request Type
To edit and disable/enable an existing Account Request Type use the following steps.
- Double click on the Account Request Type to be modified to open the Update Account Request Type screen.
- Edit fields displayed based on your established practice and procedures
- To disable the Account Request Type, select 'No' from the Active drop down field. If disabled, it will no longer show as an option in the Account Request Type dropdown list.
- The system automatically saves the changes.
Application of an Account Request Type
After an Account Request Type has been set up, it can be selected when creating a new request from the Account screen and when needing to filter Account Requests. See below to identify where this field appears in the system.
Adding an Account Request
Pathway: Accounts > Calendar > [Right Click on Day] > Add Account Request
Filtering Account Requests
Pathway: Accounts > Account Request Management
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