Fact allows to attach an account manager to a customer.
The customer must have been previously created |
Add an account manager
- From the "Customer" menu, select an existing customer record
- Click on the "Identity" widget
- Click on the "+Add" button in the "Contact details" section
- Fill in the name and surname of the person in charge and click on "Select".
Once created, the account manager can be attach to another customer records. |
View documents by account manager
- Click on the "Documents" menu
- Select the type of documents you want (estimates, invoices....)
- If necessary, search by status and/or date range and click on "Search".
- Click on the "Export" button and then "Export the list of invoices" to download the Excel file corresponding to the search.
- View the table with the names of the different case managers
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