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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Linked Items will link any item needed to complete Request. Click the + icon and select which item you need to link and they will display under Linked Items when saved.
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Linked Item | Descriptions | ||
|---|---|---|---|
Add Task | Option to add a task to needed complete this requestIf the request can not be immediately resolved and requires additional steps or resources to get involved, a task can be created to record what is needed and assigned to another user if necessary. Upon selection, the Add Task window will display. The task will then be added to the calendar and you can select to repeat to set for multiple dates. - this wording could be cleaned up. | Add Appointment | Option to add an appointment for future followup‘Add Task’ window displays to create the task. Additional information about Tasks can be found here: Add Task |
Add Appointment | If the request requires future follow-up, an appointment should be created. Upon selection, the Add Appointment window will display. Appointments added here display in all appointment notifications and on screens where appointments are included for the assigned user. ‘Add Appointment’ window displays to create the appointment. Additional information about creating appointments can be found here: Add Appointment | ||
Link Task | Link Option to link an existing task that has been set for completing this on the account to the request. Upon selection, the Account Request Links window will display with a list of tasks created for this account. Select which tasks a listing of open tasks assigned to the account will display. Select the task(s) you would like linked to link the request and then click save. | ||
Link Appointment | Link Option to link an existing appointment related on the account to this the request and my provide additional information. Upon selection, the Account Request Links window will displays with a list of Appointments created for this account. Select which appointments a listing of pending appointments for the account will display. Select the appointment(s) you would like linked to link the request and then click save. | ||
Link Service Record | Link Option to link a Service Record that provides information for this from the account to the request. Upon selection, the Account Request Links window will display with a list of Service Records for this account. Select which service records you would like to link and a listing of service records for the account are displayed. Select the service record(s) you would like linked to the request and then click save. | ||
Link Invoice | Link Option to link an invoice needed or related available invoice for the account to the completion of this request. Upon selection, the Account Request Links window will display with a list of Invoices created for this account. Select which invoice a listing of available invoices created for the account are displayed. Select the invoice(s) you would like linked to link the request and then click save. | ||
Link Credit Memo | Link Option to link a credit memo to be applied to this on the account to the request. Upon selection, the Account Request Links window will display with a list a listing of Credit Memos created for this the account are displayed. Select which credit memos memo(s) you would like linked to link the request and then click save. |