Associate with Accounts

Add Comments

You can add comments as notes to provide any technical information about the account. You can create multiple comments for a single account. To add comments, do the following:

1. Click on the account from the Accounts Home page.
2. In the [Accounts] page, click Comments tab.
3. In the text box that appears, type your message.
4. Click Save.After adding a comment, the user id and the time when the file is added are displayed.

Attachments

You can attach any type of files and any number of files to a single account. To attach a file, do the following:

1. Open an account from Accounts Home page.
2. Click Attachment > Add Attachment.
3. Select the file from outside resources.After adding a file, the user id and the time when the file is added are displayed.

Associate Contacts

You can associate contact point of the Account under the Contact tab.

1. Open an account from the Accounts Home Page.
2. Click Contacts > Associate Contacts
3. If you have already added contacts in the contacts module, then
   • Select any Contact that is displayed.
   • Click Associate Contacts button.

Associate Contracts

You can associate a contract pertaining to an account in this tab.

1. Open an Account from the Accounts Home Page.
2. Click Add SLA to this Account from the right pane.
3. In the SLA & Contract page page, fill in the below details:
   • Contract Owner is already filled.
   • Enter Contract Name.
   • Type Contract Number.
   • Type the Product Name associated with the Account.
   • Enter the Description to provide any technical information.
   • If required, enter Expiry Notification details.
     • Select Support Rep to Notify from the drop down list.
     • Provide the number of days before which you need to be Notified.
4. Click Save.

Associate Products

1. Open an Account from the Accounts Home Page.
2. Click Product > Associate Products.
3. Select any of the product(s) listed.
4. Click Associate Product.