Pathway: Accounts > Accounts Request Management
The Account Request Management tool displays customer initiated Account Requests for all accounts. By default, when the tool opens, all requests with an Open status are displayed. Use the filtering options located along the top of the screen to limit what requests display and review closed requests.
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Fields | Descriptions |
|---|---|
Created On | Timestamped with the date the Request was received. |
Created By | Displays the name of the account contact who made the request. An email displays when the contacts email address was entered in the name field of the Add Contact tool for the account. |
Type | Indicates the reason for the request and helps in identifying next steps (i.e. who the request should be assigned to). *Note: Additional Types are added in Setup > Account > Account Request Type. |
Status | Indicates the current status of a request. All new requests display as Open and will remain open until changed by a system user. Status' include:
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Assigned To | The user assigned to the request. |
Contact | Displays the name of the site contact. In some cases, an email displays if an email was entered in the name field of the Add/Edit Contact screen. |
Reason Code | Identifies the request for internal purposes. Reason codes are created in Set Up > System > Reason Code. |
Note | Any notes that have been added to the Request that will assist in are detailing this Request by the Customer when the request is made. This is a wordy sentence and should be reworded and cleaned up. |
Completion Note | Option to add a Completion Note detailing how the request was resolved for future referencing. |
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Linked Items links any items that accompany the request to proceed with this account request by clicking the + icon and selecting which item you need.
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Linked Item | Descriptions |
|---|---|
Add Task | Add a task to needed complete this request. |
Add Appointment | Add an appointment set to handle this request. |
Link Task | Link an existing task that has been set for handling completing this request. |
Link Appointment | Link an appointment that is related to this request and my provide additional information. |
Link Service Record | Link a Service Record that provides information for this request. |
Link Invoice | Link an invoice needed for or related to the completion of this request. |
Link Credit Memo | Link a credit memo to be applied to this request. |
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