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 located along the top of the screen to limit what displays.
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Complete an Account Request
Need process
Include a screen shot of what that screen looks like
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Click on request you would like to work on.
Check the status, reason code and notes about how to complete
change status to complete when done.
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Appointments/tasks - generalize what this does
Fields | Descriptions |
|---|---|
Created On | The date this Request was received. |
Created By | The person that made the request. |
Type | |
Status | |
Assigned To | |
Contact | |
Reason Code | |
Note | |
Completion Note |