Accounts

The Accounts page is accessible by clicking on the Accounts section in the main navigation bar on the top of the screen.

Accounts are entities (companies or other) that you currently do business with. An account stores essential data regarding the company, along with a set of contacts, entitlements and cases.

Adding a new account

  1. Navigate to the Accounts,

  2. click on the + Add button to open the form,

  3. populate the data and press the Save button in the bottom right corner.

Adding a case for an account

  1. Navigate to the Accounts  select account,

  2. scroll down to the "cases" page block,

  3. click on the + Add button to open the form,

  4. populate the data and press the Save button in the bottom right corner.

Refer to the cases section for additional details.

Adding an entitlement for an account

  1. Navigate to the Accounts  select account,

  2. scroll down to the "entitlements" page block,

  3. click on the + Add button to open the form,

  4. populate the data and press the Save button in the bottom right corner.