Accounts
The Accounts section allows field representatives to view and manage customer accounts.
Overview
Section titled “Overview”Access detailed account information including:
- Account details and status
- Contact information
- Ship-to locations
- Order history
- Tank information
Features
Section titled “Features”Account List
Section titled “Account List”- Search and filter accounts
- View account summaries
- Quick access to account details
Account Details
Section titled “Account Details”- Contact information
- Billing details
- Associated locations
- Recent activity
Account Actions
Section titled “Account Actions”- Update account information
- Add notes and activities
- Create new orders
- View tank readings
Offline Support
Section titled “Offline Support”Account data is synced locally for offline access.