Pathway: Accounts > Accounts Request Management
The Account Request Management tool displays customer initiated Account Requests for all accounts. When the tool opens, all open requests display. Use the filtering options displayed located along the top of the screen to limit what displaysthe requests shown.
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Filter
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and Field Descriptions
Filter Options | Description | ||
Division | The Service Area this Account is fromFilters to display requests for the selected Division. | ||
Assigned To | Who the Request was assigned tooFilters to display requests assigned to the selected user. | ||
Type | Type of Request sent by customer. | ||
Status | The status of whether this Request has been Not Completed or Completed, or Completed within a specific time frame. | ||
Fields Descriptions | |||
ID | The Request ID. number. | ||
Type | The Type of Request sent by customer. | ||
Assigned To | Who the Request has been assigned too. | ||
Date | The date the Request was sent inFilters to display requests matching the selected Type. | ||
Status | Filters to display requests by their Status. Find completed requests by selecting from the options. | ||
Fields | Descriptions | ||
ID | Displays the system generated ID assigned to the request. | ||
Type | Displays the customer selected reason for the request. | ||
Assigned To | Displays the name of the user the request has been assigned to. | ||
Date | Displays the date the request was created. | ||
Account/Site | The Displays the Account or Site this request is concerning/Site ID and name. | ||
Contact | The contact to contact back about handling this Request. | Note | Any notes added to this RequestDisplays the name of the contact for the account. An email displays when the contacts email address was entered in the name field. |
Note | Displays the note the customer entered in the request. | ||
Completed By | Whom the task has been completed byDisplays the name of the user who resolved the request and changed it to a Completed status. | ||
Completed On | The Displays the date this a request was completed. | ||
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