The ACCOUNTS tab displays the Billing Active customers assigned to the selected associate.
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The following information is displayed for each customer:
Icon indicating Corporate, Prospect or Standard
Account Number – This serves as a link to the account view in Customer Care if the associate has the permission. Customer Care is opened in a separate browser tab.
Customer Name
Account Status
Account Type
Balance Due
Last Invoice Amount
Services Summary – Hovering over the far right column displays the info icon. Clicking the icon displays a pop-up view listing services on the account by service type and number of services of each type.
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The Search field on the right side of this tab lets you filter the Accounts list. Based on the text you enter, the search will find partial matches for:
account number
customer name