Manitou - Put Account on Test
- James Barnum
Owned by James Barnum
1.
Click Operations
2.
Click On Test
3.
Click the Search (magnifying glass icon) button.
4.
Select Customer Name or ID and search by the full or partial name or account number.
5.
Click the ‘Search’ button.
6.
Click the account you want to put on test (your search may have returned more than one account).
7.
Click the ‘Load’ button.
8.
Click the ‘OK’ button.
9.
Click Add
10.
Give a reason for putting the account on test.
11.
Change the length of time the account will be on test before automatically going back to normal monitoring state.
12.
Make sure ‘Whole Customer’ is selected.
13.
Click the ‘Save’ button.
14.
You should see the account appear in the same window above the Duration and Details area if successful.