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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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 contact's 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). Set up these Types in Set Up > 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 added to the Request that are detailing this Request by the Customer when madeDisplays the note entered by the customer. |
Completion Note | Option to add a Completion Note detailing how the request was resolved for future referencing. |
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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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