View an Account    

Perform the following steps to view an account.
  1. Click the Account Management tab. The My Customers sub-tab displays.
  2. Enter in the customer account information to bring up the customer you are looking for and click Go.
  3. Click company name of the account you need.
  4. From here you can:
    • View general information
    • View the customer contacts
    • View customer service plans
    • View customer-owned products
    • View support tickets
    • View pre-sales information (Leads and Opportunities)
    • View sales information

  5. When you have finished, be sure to click GoTo arrow List to close the account and return to the list of accounts.
Tip  Tip: You can only view, you can not modify the data.


See Also
 Customer Account Information Overview
Personalize the Customer Account Search View