Tabs within the Account
Once the account has been saved, there are several tabs within the edit account window that offers specific details pertaining to the account, you may not have sufficient access to see all of these tabs.
MRC Account Representatives: Internal MRC representatives responsible for the maintenance of the account.
Account Status: Displays the status of various modules in Ungerboeck.
Organisations: Other accounts which this contact is a part of.
Contacts: Contacts which are related under this account.
Service Orders: Shows the service order history of the account.
Registration Orders: Shows the registration order history of the account.
Fulfillment Orders: Shows the fulfillment order history of the account.
Orders: Shows the order history of the account (service orders, registration orders, fulfillment orders).
Events: Shows any event history (including orders) for this account.
Opportunities: Ability to add, view, and manage opportunities for the account.
Activities: Indicates any communication regarding the account and action items for follow-up.
Documents: Ability to add, view, and manage documents related to the account.
Notes: Offers the ability to add any important notes for the organization using a free form text box.
Campaigns: Ability to view any campaigns that the account is linked to.
Tags: Ability to add, view, and manage tags for the account.
Affiliations: Ability to add, view, and manage affiliations for the account.