Client Management           Master Account Management                     Master Account Customer Explorer

Master Account Customer Explorer

Working with Master Accounts and Subaccounts within the Customer Explorer is a different than working with a regular Customer/Site account.  Notice on the Master Account Customer Explorer there is not a Site customer tree option; a new menu tree option labeled Sub Accounts is listed below the Customer Information tree option. 

When highlighting the Sub Accounts menu tree option, a list of all Sub Accounts and their Sites is listed in the Active Pane.  To work with a Subaccount, double-click on the desired record within the Active Pane.

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