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iService User Guide

Navigation: Customer Info

The Account Page

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accountsiconThe Account page functions similarly to the Contact page. It displays a summary and details about the account selected. Accounts are saved in the iService database using the same structure as contacts, and have the same basic attributes. They can include a login/email and have their own history (for example, corresponding with and account at a generic address like support@example.com).  Account properties are created and edited the same way as contact properties.

 

In a future release, you'll be able to associate your contacts with an account and see a summary of all interaction history for the account in one place. The account page in 9.13 has identical functionality to contacts.

 

 

The Account Summary Page

The Account Summary Page

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