Account Profile

The Account Profile tab allows a user to set or update the profile of an order. Setting the Account Profile field will set default data for the tab as well as elsewhere on the order. Additionally, users can view contacts and general notes, and view and update the services assigned through the profile.

Figure 2: Account Profile tab

See Account Profile Setup for a list of defaults set using a profile.

Changing the Account Profile changes the defaults associated to the profile. Users receive a confirmation dialog upon changing the Account Profile of an order.

Figure 3: Account profile change confirmation

In addition to setting the Account Profile, users have right-click options within the Contacts and Services sections allowing them to email a contact and set a primary contact for notifications as well as override service defaults.

Figure 4: Right-click options in Contacts section

The following table lists the fields and functions available within this tab.

Field/Function	Description
Account Profile	Select the name of the account representing this order from the list of those defined within Account Profile Setup.
Contacts	Contacts defined for the profile within Account Profile Setup display within this section.
	Send Email This function, available through right-click options, opens a new mail message using the default mail server with the email address of the selected contact set as the recipient.
	Set Primary Contact This function, available through right-click options, sets the selected record as the primary contact for the order on the account. Primary contacts will appear in bold-weighted font for easy identification.
Name/Description	The name of the person or role description of the contact for the account displays in this column.
Title	The title of the contact person displays in this column.
Address	The physical mailing address for the contact displays in this column.
City	The city for the contact displays in this column.
State	The state for the contact displays in this column.
Postal Code	The postal code for the contact displays in this column.
Country	The country name for the contact displays in this column.
County	The county code for the contact displays in this column.
Email	The email address for the contact person displays in this column.
Phone	The phone number and phone extension for the contact person displays in this column.
Mobile	The mobile phone number for the contact person displays in this column.
Fax	The fax number for the contact person displays in this column.
Monitor Orders	The checkbox setting of the Monitor Orders flag displays in this column. See Monitor Orders Email for more information.
Services
	Override Service This function is available through right-click, opens the Service Override screen allowing the user to change the Status of a service, generally after communication with the account. Users can also attach a comment to the service.
Override	A checkmark () will display if the service has its status overridden.
Service	Name of the service provided by the account displays in this column.
Status	The status value assigned to the service displays in this column.
Comment	Comments attached to the service by default or through Service Override display in this column.
Overridden By	The name of user that performed the Override Service displays in this column.
Overridden On	The date that the user performed an Override Service displays in this column.
General Notes
This column displays the default memo attached to the service.
Documents
This section displays Account Profile Documents.
Right-Click Option This grid offers the following right-click option: View Document Opens the document in the appropriate default application based on the file extension of the file. For example, if the document is a .docx file, then the application opens the document with the Microsoft Word application.
Document Group	Document Group that a particular file lists under. Document Group values are defined within Account Profile Document Group Setup.
Name	Physical file name and extension of the document (up to 128 characters).
Description	File description provided when the document was added to the system (up to 64 characters).
Document Type	Selected type assigned to the document. Document Type determines which the group it lists under along with security aspects. Document Type values are defined within Account Profile Document Type Setup.
Attached By	The name of the user that attached the document displays.
Attached On	Date and time the document was added to the system.
Last Modified	Date and time the document properties were last updated. Document properties are updated through the Documents tab within Account Profile Setup.
Notes	Text set for the note when the document was added to the system displays (up to 256 characters).