Adding a New Account

 

To add a new account information

  1. Log in to the SupportCenter Plus application with your user name and password.
  2. Click the Accounts tab in the header pane.
  3. Click New Account button to open the New Account form. Alternatively, you can also open the New Account form by clicking the New Account link available just below the header tabs. You will have to provide the account details, the address details, and any description about the account, if needed.
  4. Enter the Account Name, which is a mandatory field.
  5. Enter the phone number, fax, and website address, if available, in the respective fileds.
  6. From the Support Plan drop down list select the respective plan for which the customer has signed an agreement with your organization.
  7. From the Industry drop down list select the industry type to which the account/customer's business belongs to.
  8. Enter the annual revenue of the organization, if the details are available.
  9. If you know the time zone to which the customer belongs to, then select the corresponding time zone from the Time Zone drop down list.
  10. Enter the address details, such as Door No., Street, City, landmark, State, Country, Zip/Postal Code, and any general contact e-mail ID in the corresponding fields in the Address block.
  11. Click Save.


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