Client Management Master Account Management Master Account Customer Explorer
Master Account Customer Explorer (continued)
When highlighting the Sub Accounts menu tree option, a list of all Sub Accounts and their Sites is listed in the Active Pane. If the Subaccount has multiple Sites there will be multiple rows listed in the Active Pane for the Subaccount (do not confuse these as being duplicates).
Monthly Recurring Revenue is also displayed in the Subaccount list. If a Recurring Line is set up to invoice to the Master Account, the monthly amount will be listed in the Master RMR column. If the Recurring Line is invoicing directly to the Subaccount, the monthly amount will be listed in the Sub RMR column. If the Subaccount has multiple recurring lines, the amounts shown will be the total monthly charges.
The only Subaccount listed was created from the Customer/Site information when the Customer was converted to a Master Account. If this is a Dealer Account, the User may not need to make any changes to the Subaccount information. It is often the case in Dealer situations, that the Dealer itself is being monitored by your company. If this is not a Dealer account, open the Customer Explorer for this first Subaccount and modify the Customer and Site information as need.
To work with a Subaccount, highlight Sub Accounts from the customer tree, then double-click on the desired Subaccount record in the Active Pane.
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