How to add an account manager?

Modified on Mon, 19 Sep, 2022 at 5:29 PM

Fact allows to attach an account manager to a customer.

The customer must have been previously created

Add an account manager

  1. From the "Customer" menu, select an existing customer record
  2. Click on the "Identity" widget
  3. Click on the "+Add" button in the "Contact details" section
  4. 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

  1. Click on the "Documents" menu
  2. Select the type of documents you want (estimates, invoices....)
  3. If necessary, search by status and/or date range and click on "Search".
  4. Click on the "Export" button and then "Export the list of invoices" to download the Excel file corresponding to the search.
  5. View the table with the names of the different case managers

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