Client Management Master Account Management Retrieving Master Account Records

Retrieving Master Account Records

Opening the Customer Explorer for a Master Account may be done by using the normal search methods for Customer/Site type Customers.  Master Account records are stored under and may be retrieved from the Master Account Mgmt option within the Client Management main application tree.

Selecting the Master Account Mgmt option within the Client Management main application tree will display a list of all Master Accounts.  Within the Master Account list information is display as to the number of Subaccounts attached to the Master Account, the total active RMR and the last date the Master Account was Cycle Invoiced.

To work with one of the Master Accounts, double-click on the desired Master Account within the list.  The Master Account Customer Explorer will be displayed.

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