Pathway: Accounts > Accounts Request Management
The Account Request Management tool displays customer initiated Account Requests for all accounts. By default, all Open requests display upon entry. Use the filtering options located along the top of the screen to limit which requests you would like displayed and review closed requests.
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Double click on request you would like to review.
Review the Status, Reason Code and Note.
Select Complete from the Status drop down AFTER the request has been resolved.
If the request is not resolved, it should remain in either an Open or Hold status. Include a Completion Note to record the resolution and any other notes relating to how the request was completed.
Click Save when finished.
Optional: Linked Items
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. - this is a run-on sentence.
NOTE: In the table below you will see how I expanded on Add Appointment. Use this as an example on how to build out the descriptions.
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Linked Item | Descriptions |
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Add Task | Add Option to add a task to needed complete this request. Upon selection the Add Task window will pop up. The task will then be added to the calendar and you can select to repeat to set for multiple dates. |
Add Appointment | Option to add an appointment for future followup. Upon selection, the Add Appointment pop up window will display. Appointments added here display in all appointment notifications and on screens where appointments are included for the assigned user. |
Link Task | Link an existing task that has been set for completing this request. Upon selection, the Account Request Links window pops up with a list of Tasks created for this account show. Select which tasks you would like to link and save. |
Link Appointment | Link an appointment that is related to this request and my provide additional information. Upon selection, the Account Request Links window pops up with a list of Appointments created for this account show. Select which appointments you would like to link and save. |
Link Service Record | Link a Service Record that provides information for this request. Upon selection, the Account Request Links window pops up with a list of Service Records for this account show. Select which service records you would like to link and save. |
Link Invoice | Link an invoice needed or related to the completion of this request. Upon selection, the Account Request Links window pops up with a list of Invoices created for this account show. Select which invoice you would like to link and save. |
Link Credit Memo | Link a credit memo to be applied to this request. Upon selection, the Account Request Links window pops up with a list of Credit Memos created for this account show. Select which credit memos you would like to link and save. |