Get an overview of all orders, assets, contacts, and billing accounts associated with a specific account. You can also create a new case from the Account page. This helps service reps to efficiently manage B2B communications for SMB Fiber customers.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view assets record details: |
Business Process For Communication AND Industry Service Excellence AND Service Console for Communications AND Amend Assets, Renew Assets, Cancel Assets, and Sales Rep permission group |
- From the App Launcher, find and select Communications Service Console.
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On the Accounts tab, select the customer’s account.
The customer account page has these details.
Overview tab - Provides an overview of list of assets, contact, service accounts, and billing accounts.
Orders tab - Provides a list of all the orders associated with the account. It also includes Dynamic Revenue Orchestrator components.
Assets tab - Provides a list of assets associated with the account. Additionally, you can amend, renew, and cancel assets to meet the needs of your customers.
Cases tab - Provides a list of all the cases linked to the account. To create a case, click New on the Cases tab.