Look up which services an account has access to
Barrett Hansen
5 steps
24 seconds
Currentsoftware
1
From the Accounts page, look up your account using the search bar.
2
Once you've identified the right account, click the right arrow icon to see that account's detail page.
3
Click the "Address" chit to drill into their Location details.
4
Click on the "Services" tab to see more detail about the services they have.
5
If you want to edit the service, press the pencil icon.
Look up which services an account has access to
Barrett Hansen
5 steps
24 seconds
Currentsoftware
1
From the Accounts page, look up your account using the search bar.
2
Once you've identified the right account, click the right arrow icon to see that account's detail page.
3
Click the "Address" chit to drill into their Location details.
4
Click on the "Services" tab to see more detail about the services they have.
5
If you want to edit the service, press the pencil icon.
