Reviewing Tickets for Related Accounts

Overview

Reviewing tickets for related accounts just got easier! The Ticket Dashboard now includes enhanced features for viewing and filtering tickets by related account numbers, making it simple to manage service across multiple linked locations.

What Are Related Accounts?

The Related Accounts field allows you to link multiple accounts together as a unit. Common uses include:

Multiple Physical Locations:

• Several locations under one management company
• Multiple sites with common ownership
• Branch offices of the same organization

Feeder Roll-Up Accounts:

• Feeder accounts linked to a Master account
• Consolidated Master billing relationships
• Multi-location billing structures

Accessing the Ticket Dashboard

Navigation: Click on the Tickets icon to open the Tickets Dashboard

The dashboard now includes new columns and search capabilities for related accounts.

New Features

Available Columns

The Ticket Dashboard's Ticket List now includes:

1. Related Account - Shows the related account number linked to each ticket
2. Description - Displays the service requested for each ticket

Column Reordering

You can customize the column layout to suit your workflow:

How to Reorder:

• Point to the column header row
• Right-click
• Drag and drop columns to desired positions

Recommended Layout:

• Place Account Number and Related Account Number next to each other
• This makes it easier to see the relationship between accounts at a glance

Related Account Search Field

Location: Filter section of the Ticket Dashboard

Functionality:

• Enter a related account number manually
• Or select one from the dropdown list
• The list honors other filter selections you make on the screen

How to Use Related Account Search

Step 1: Open the Tickets Dashboard

Step 2: Locate the Related Act search field

Step 3: Either:

• Type in a related account number
• Click the dropdown and select from the list

Step 4: The ticket list will filter to show only tickets for that related account

Step 5: Apply additional filters as needed (the related account filter works with other filters)

Benefits

Consolidated View

• See all tickets for related accounts in one place
• Track service across multiple locations
• Identify patterns across the account group

Efficient Management

• Quickly find tickets for specific related account groups
• No need to search each individual account separately
• Better coordination of service across locations

Improved Organization

• Group tickets by relationship structure
• Track master/feeder service activities
• Manage multi-location customers more effectively

Flexible Filtering

• Combine related account filter with other criteria
• Create custom views for different purposes
• Honors all your filter selections

Common Use Cases

Multi-Location Property Management

View all service tickets for properties managed by the same company.

Corporate Account Management

Track service across all branch locations of a corporate client.

Master Account Review

See all tickets for feeder accounts that roll up to a master billing account.

Service Coordinator Workflow

Coordinate service across related locations to optimize technician routing.

Account Manager Dashboard

Review all service activity for accounts under your management.

Best Practices

Column Organization:

1. Place Account Number and Related Account columns adjacent
2. Add Description column for quick service identification
3. Include Status and Date columns for workflow management
4. Save your preferred column layout

Search Strategy:

1. Start with Related Account filter to narrow results
2. Add date range filters for specific time periods
3. Filter by status to focus on active tickets
4. Use technician filter for assignment review

Workflow Optimization:

1. Create standard column layouts for different purposes
2. Use related account groupings for route planning
3. Review all related account tickets before scheduling
4. Coordinate service timing across related locations

Combining Filters

The Related Act search field works seamlessly with other filters:

Example 1: Pending Service for Related Accounts

• Filter by Related Account
• Filter by Status = Open
• Result: All open tickets for the account group

Example 2: Recent Activity for Account Group

• Filter by Related Account
• Filter by Date Range = Last 30 Days
• Result: Recent tickets for the account group

Example 3: Technician Assignment Review

• Filter by Related Account
• Filter by Assigned Technician
• Result: All tickets for that tech and account group

Tips for Maximum Efficiency

• Set up related account numbers for all multi-location customers
• Use consistent naming conventions for related accounts
• Reorder columns to match your most common workflow
• Save frequently used filter combinations
• Review related account tickets weekly for patterns
• Coordinate service schedules across related locations

Customizing Your View

Recommended Column Order:

1. Account Number
2. Related Account
3. Description (Service Requested)
4. Status
5. Date
6. Assigned Technician
7. Priority

How to Customize:

• Right-click on column header row
• Drag columns to desired positions
• Your layout preference is saved for future sessions

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com