Account Overview Screen

Overview

The Account Overview screen provides links to account sub screens and account details in a summary format. For more information on each panel of the overview screen continue reading below.

Overview Panel

This section provides easy navigation to account sub screens which cover aspects of account management.

• Profile: the screens listed to when this option is selected allow you to add, view and edit the products that the account has been sold. From here you can also navigate to screens that allow you to customize pricing, configure account contracts or modify existing share plans on the account

• Billing: the screens listed to when this option is selected allow you to view and manage account invoices, view and make payments, manage account credits, view and manage credit notes and manage account transactions

• Communications: the screens listed to when this option is selected allow you to view and manage account contacts and add notes to the account. Notes can be configured to be exposed on the Account Overview screen if desired

• Settings: the screen listed to when this option is selected allows you to manage account settings (the day the account is billed, how the account is taxed, how the account invoice is delivered, etc.) and manage account payment methods

Invoices Panel

Provides a high level overview of invoice charges per billing period as well as other invoice details.

To view, print, email or manage invoices on the account navigate to the Account / Billing / Invoices screen.

Contacts Panel

The Contacts Panel displays contacts currently setup on the account and the contact's details. Here you will find billing, service and other contacts (administrative, technical, etc.) depending on what contact types your organization has setup in the system and what contacts are setup on the account.

To view or edit contacts on the account navigate to the Account / Communication / Contacts screen.

Notes Panel

This section displays notes added to the account which have the 'Show On Overview' setting enabled. These notes can be used to capture and post customer details and include the date that the note was added.

To add or edit notes on the account navigate to the Account / Communication / Notes screen.