Pathway: Accounts > Accounts Request Management
The Account Request Management page allows you to see all the Account Request that have been sent in from the customers and filter the search by Division, Assigned To, Type, and Status.
Filter Fields Descriptions | |
Division | The Service Area this Account is from. |
Assigned To | Who the Request was assigned too. |
Type | Type of Request sent by customer. |
Status | The status of whether this Request has been Not Completed or Completed, or Completed within a specific time frame. |
Fields Descriptions | |
ID | The Request ID. number. |
Type | The Type of Request sent by customer. |
Assigned To | Who the Request has been assigned too. |
Date | The date the Request was sent in. |
Account/Site | The Account or Site this request is concerning. |
Contact | The contact to contact back about handling this Request. |
Note | Any notes added to this Request. |
Completed By | Whom the task has been completed by. |
Completed On | The date this request was completed. |