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Pathway: Accounts > Search > Accounts Notes provide an option to record information or interactions with a customer that can be referred back to. Notes only display on the account calendar for the day it was added and do not generate follow...
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Pathway: Accounts > Search > Accounts The View Contacts tool, accessible in the Account Details section of the customer service screen, provides users the ability to add and edit contacts associated with accounts and sites. Adding an ac...
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Created On: 01/24/2023
in Accounts Home Services Pathway: Customer > Search > Accounts The following process applies to scheduling On-Call orders. Fields in red are required and must be completed in order to save and schedule the order. Fill in any additional fields based on your compa...
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Created On: 01/24/2023
Topic Article Add New Account Add Service Type ...
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Created On: 01/24/2023
in Accounts Home Services Pathway: Accounts > (search Account) > Transfer Services The Transfer Services too l is available in the Active Services section and is used to transfer the services t o from one site to another. Because transferring servi...
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Pathway: Accounts > Accounts Request Management The Account Request Management tool exhibits both customer-initiated and customer service-added account requests for all accounts. Upon entry, all open requests are displayed by default. To narr...
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Created On: 01/24/2023
in Accounts Home Services
Pathway: Customer > Search > Accounts Add an active service to a site using the 'Add Active Service' pop-up editor. After a service has been added it will display in the Active Services section on the Customer Details screen where it c...
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Pathway: Accounts > Search > Accounts Tasks can be added to a customer's account whenever follow-up, further review, or any actions necessary for the successful management of the account. The Add Task tool enables users to create and assign...
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Created On: 01/24/2023
in Accounts Home Search Pathway: Accounts > Search In the Accounts module, users can search for accounts and sites using various methods. By using the Search Type and filter options, users can narrow down the returned results according to their preferences. ...
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Pathway: Accounts > User Activity The User Activity screen monitors and presents the activities of user accounts in an interactive grid for review. This screen offers two view options that modify the displayed content. Filters can be appl...