Client Management Master Account Management Master Account Customer Explorer
Master Account Customer Explorer (continued)
After selecting a Subaccount from the Master Account, a new Customer Explorer record is displayed containing information relevant to the Subaccount customer. Each Subaccount linked to the Master Account will have its own Customer Explorer record. Navigating and performing activities within a Subaccount Customer Explorer is the same as on a regular Customer/Site record.
On the Subaccount Customer Explorer a menu tree option is listed that does not appear on regular Customer/Site accounts. This option Other Subaccounts is used to select another Subaccount work with that attached to the same Master Account. Each time a different Subaccount is selected, a new Subaccount Customer Explorer will open. Make certain to close each Subaccount Customer Explorer record when finished working with it; these records will continue to stack on top of each other if not closed when finished.
Also the title banner of a Subaccount Customer Explorer will indicate the customer is a Subaccount of a Master Account.
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