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Isabel Navarro

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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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Fields

Descriptions

Created On

The date the Request was received.

Created By

The person who made the request.

Type

Indicates the reason for the request.

Status

  • Open - The Request has not yet been handled by anyone or is actively being worked on and is not yet complete.

  • Hold - The Request is put on hold to be handled later or needs more time before this can be handled.

  • Completed - The Request has been handled and once you change the status to Completed, it will no longer show on this page.

Assigned To

Who this Request is going to be handled by.

Contact

The person to contact for any further information about this Request.

Reason Code

Identifies the request for internal purposes. (reason codes are created in setup system reason code)

Note

Any notes that have been added to the Request that will assist in handling this Request either by the person assigned to this or the person who submitted the request.

Completion Note

Added notes that need to be added to the completion of this Request like specific notes about a location site or route needed.

Linked Items

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This part of the tool links items needed to proceed with this account request.

Linked Item

Descriptions

Add Task

Add a new task to this request.

Add Appointment

Add a new appointment for this request.

Link Task

Link an existing task that goes with this request.

Link Appointment

Link an appointment that is set for this request.

Link Service Record

Link a Service Record associated with this request.

Link Invoice

Link an invoice needed for this request.

Link Credit Memo

Link a credit memo to be applied to this request.