The Edge Academy

Managing Customer A/C and Contacts

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You will find all existing Customer Accounts and Contacts within the Customers Hub.

Customers

NOTE: The second tab displays customer contacts grouped by account.

Each TAB can be filtered and specific records can be searched for within the grid.

Customers

Customer Account Record

Within the Account record you will find the account details, items related to the account (eg. Contacts, Enquiries, Cases) and related activities.

Customer A/C: Myers Inc

From the Account you can access all the items linked to this account. Simply click on the relevant TAB and then the Name of the record you would like to go to eg. Kai Mercado.

Customer A/C: Myers Inc