Overview
Reviewing tickets for Related Accounts just got easier with new dashboard columns and search capabilities. This enhancement helps you manage service tickets across linked accounts more efficiently.
What Are Related Accounts?
The Related Accounts field allows you to link multiple accounts together as a unit. Common examples include:
- Multiple physical locations under one management company or ownership
- Feeder roll-up accounts with consolidated Master billing
- Any group of accounts that need to be managed together
New Dashboard Features
Accessing the Tickets Dashboard
Open the Tickets Dashboard by clicking on the Tickets icon.
New Columns Available
The Ticket Dashboard's Ticket List now includes two new columns:
- Related Account - Displays the related account number
- Service Requested (Description) - Shows the service description
Customizable Column Layout
You can reorder columns to suit your workflow:
- Point to the column header row
- Right-click to access column options
- Arrange columns so Account Number and Related Account Number are next to each other for easier comparison
Related Account Search
The Related Act search field provides powerful filtering:
- Enter a related account number directly
- Select one from the list
- The list honors other filter selections you've made on the screen, making it easy to narrow down results
Key Benefits
- Unified View - See all tickets across related accounts in one place
- Efficient Management - Quickly identify service patterns across multiple locations
- Flexible Filtering - Combine related account search with other filters for precise results
- Customizable Display - Arrange columns to match your workflow preferences
Use Cases
- Property Management - Review service tickets across all properties under one management company
- Multi-Location Businesses - Track service history for all locations belonging to the same owner
- Consolidated Billing - View tickets for feeder accounts alongside master account information
Need Help?
Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com
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