Salesforce

Access Account Information

« Go Back
Title
Access Account Information
Access-Account-Information
About this article
000051491
Article Details


This topic is part of a series of articles about the Precisely Customer Community. For the full list of topics, please visit : How to Access and Use the Precisely Customer Community

Each Precisely Customer Community user has a single direct (or primary) Business Account relationship. However, you may also see a relationship to a Support Site Account (a subset of the Business Account). When your Business Account purchases an Asset or a Service Contract, that purchase information is tied to a Support Site Account so that all support details (for example, Cases raised and closed) can be tracked in one location.

To access a list of your Account relationships, select the "My Account" tab and choose "Accounts" from the dropdown menu. By default, the view will show all the Business Accounts you have a relationship with. You can update this view by selecting the down arrow next to the name of the view and choose another option (My Support Sites, for example).

image.png

To access more specific Account information, select the "Account Name". This page will show you the Shipping Address and Primary Contact for the Account.

image.png

Scroll down on the Account page to see a list of all Assets and Service Contracts related to the Account.

image.png

Additional Information
How-To

Powered by