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 the requests that display.

Filter and Field Descriptions

Filter Options	Description
Division	Filters to display requests for the selected Division.
Assigned To	Filters to display requests assigned to the selected user.
Type	Filters to display requests matching the selected Type.
Status	Filters to display requests by their Status. Find completed requests by selecting from the options.
Fields	Descriptions
ID	Displays the system generated ID assigned to the request.
Type	Displays the customer selected reason for the request.
Assigned To	Displays the name of the user the request has been assigned to.
Date	Displays the date the request was created.
Account/Site	Displays the Account/Site ID and name.
Contact	Displays the name of the contact for the account. An email displays when the contacts email address was entered in the name field.
Note	Displays the note the customer entered in the request.
Completed By	Displays the name of the user who resolved the request and changed it to a Completed status.
Completed On	Displays the date a request was completed.

Complete an Account Request

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