SupportCenter Plus

    Accounts List View

    On clicking the Accounts tab, the page redirects you to the Accounts List View page where you can maintain and organize all the accounts created in SupportCenter Plus. You have the facility to,

    • Customize the page to display the accounts

    • Option to view accounts based on filters

    • Import Sales details, Accounts/Contacts from CSV

    • Effective Search option through keywords and alphabets.

    • Assigning Topic Template to Account.

    • Set the number of accounts to be displayed per page

    • Perform operations such as creating new account, editing, deleting and converting into Accounts into Sub Account.

     

    From the Accounts List View, you can:

    1. Custom Views - Customize the page to display the accounts using Custom Views option. The accounts is sorted based on the filter criteria you specify while creating the custom view. You can create, reorder, and manage the custom views. The custom views created can be made public or private. [Refer Custom Views for more information.]

    1. Import Sales Details from CSV :  Quick and easy to import all the sales details from other applications into SupportCenter Plus.

    2. Import Accounts/Contact from CSV : Import relevant data of account and contact information from the existing database as well as from other applications.

    3. Creating New Account : Create New Accounts in the application.

    4. Bulk Operations

      • Deleting Accounts : Delete bulk accounts from the list view. Deleting accounts will automatically delete all the contacts associated to the account.

      • Editing Accounts : Perform bulk edit of the fields such as, Industry, Account Manager and Time Zone from the accounts list view.

      • Assigning Topic Templates to accounts : Assign solutions on particular topics to accounts through Topic Template.

      • Convert Account into Sub Account : Convert existing Accounts into a Sub Accounts from the list view.

        1. Select the check box beside the accounts to convert as sub account from the list view.

        2. Select the Account to which the sub accounts should be added from the drop down beside Convert as Sub Account button.

        3. Click Convert as Sub Account button. A confirmation dialog appears.

        4. Click Ok to proceed. The selected accounts are converted as Sub Accounts.

    In the image below, "Acme Corp" and "Acme Inc" are selected as the Sub Account for the Account "Acme".

    accounts-to-subaccounts

    In addition, you can add new Sub Accounts to accounts and also convert accounts into sub accounts from the accounts details page. Refer Sub Accounts to know more.

    1. Search : Conduct a search for accounts either through keywords, alphabets or column-wise search option.

    search-field

    1. Set the number of accounts per page and navigation buttons :  View the entire list of accounts configured in SupportCenter Plus application by settings the number of accounts to be viewed per page. Navigate through the pages using the next and previous navigation buttons.   

    accounts-per-page

    1. Recent Items: All the recent items viewed by you is displayed under the Recent Items block. You can also navigate back to the pages on clicking on the item link.

    recent-items

     

     

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