Overview

Qualer now allows Service Providers to assign an internal employee as an Account Representative responsible for any particular client account. This function was added to help your team organize, search, and track their work with focused notifications and reporting.

(Return to Version Release Full Scope & Risk Assessment)

Workflow

You are able to set Default or Client-Specific Account Representatives. Setting a default account representative will ensure that each customer account has a designated contact person at your organization. For those accounts that are assigned to specific individuals, you will configure their settings at an individual account level. 

Setting a Default Client Account Representative:

Click ADMINISTRATION in the top navigation bar > Click the "Sites" folder on the left menu > Click the appropriate site location from the table: 

The Site Information page will open, in drop down field titled "Default Client Account Representative" select an employee from the options that is best suited as the default contact. Click Save.

Setting a Client-Specific Account Representative:

Hover over SERVICE in the top navigation bar > Click the "Manage Clients" from the drop down menu > Search for the appropriate client in the table > Click the name of the client to open their account > Click the "Account" tab.

Under Primary Contact you will be able to enter the information of the primary contact at your client's company, as well as select the internally assigned employee from the drop down called "Account Representative". Click "Update".

The Account Representative’s information will now be visible in the Account tab for this client, as well as searchable using the Account Representatives Filter in the Client Manager, Work Order Manager, Work Items Manager, and Client Agreements Manager:

All about Clients Information is here