How Does This Module Help You?

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In ConcourseSuite, customers are referred to as accounts. The Accounts module enables you to manage information about your accounts.

This module provides answers to the following queries:

What products or services may a given customer purchase from you?
What products or services has a given customer purchased from you?
How and when has the customer been contacted, by phone or more formally?
What is our commitment to the customer, in the form of contracts and/or Service Level Agreements?

This module also provides a publicly-accessible interface which the customer can use to view information, enter trouble tickets, or request for information.

This module provides information, context, and process, so that you can efficiently track customer transactions, create new sales opportunities, and serve customers.

You can access the Accounts module by selecting the Accounts tab, as shown in Figure 1.

 

Accounts_menubar

Figure 1 The Accounts Menu Bar