Overview:
The Account Manager feature helps track all support related issues from an account level view. Users can manage accounts from the Accounts page
All accounts, along with support information such as name and address, are displayed on the Accounts page. When a user clicks on a specific account, they are directed to the Account Detail page.
The Main Info tab section displays the Tickets and Projects assigned to the account.
Similarly, the Locations, Assets, Expenses, To-Do's, Contracts, Invoices, and Quotes tabs display the respective data associated with the account.
The Files and Notes tab include the attachments and notes related to the account.
The "Actions" dropdown contains options to add new data, allowing the user to assign items to the account.For example, Add Contract or Add User.
Charts feature provides users with an overview of ticket activity, Hours spend, Income and Costs of the Account.
Steps:
Edit Account
1. Log in to Sherpadesk with valid credentials.
2. Click on "Accounts" in the side navigation pane.
3. Click on the account name to navigate to the Account detail page.
4. Select "Edit" option from the Actions dropdown.
5. Enter the data in the fields in the "Edit Account" page.
6. Click on "Save and Close" button.
The Account is successfully updated.
