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Configure Account Managers

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2 min readUpdated

Administrator Guide › Configuration › Account Manager

Account Managers — Configurations › Account Managers
Add account manager

Overview

Use the Account Managers configuration area to maintain the account manager records available in the application. Administrators use this area when an account manager must be added or when an existing record must be located for review. The account manager list displays the record’s Name, Email, Phone, Position, and Active information.

Before you start

Ensure that you have access to Configurations > Account Managers. The account manager entry form contains one mandatory field; complete the required information before completing the entry.

Steps

  1. Navigate to Configurations > Account Managers.

  2. Review the existing account manager records in the list. Use the Name, Email, Phone, Position, and Active columns to identify the record you need to configure.

  3. To add an account manager, select Add account manager.

  4. Complete the mandatory field in the account manager form. Enter the remaining available account manager information as required by your organization.

  5. Complete the account manager entry by using the available action in the form.

  6. To locate an existing account manager record, enter relevant information in the Search box.

  7. Select Select when you need to select an account manager record from the displayed list.

Tips & cautions

Note: The account manager form has one mandatory field. Complete this field before completing the entry.

Tip: Use the Email and Phone columns together with Name to distinguish between account managers with similar names.

Warning: Review the Active column when selecting an account manager record to ensure that you are working with the appropriate record.

Troubleshooting

  • The required information cannot be completed → A mandatory field has not been populated → Complete the mandatory field in the account manager form before completing the entry.

  • The required account manager is not visible in the list → The list contains multiple account manager records → Use the Search box and review the Name, Email, Phone, and Position columns.

  • The wrong account manager may be selected → Multiple records have similar identifying information → Review the displayed record details before selecting Select.

Result

The Account Managers configuration area is available for adding, locating, and selecting account manager records.

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