Account Profile

The Account Profile allows a user to select an account from those defined within the Account Profile Management.

Figure 3: Account Profile tab

Selecting an account will update the order record with default s defined in Account Profile Management and the user will be promoted to confirm the change request since changing the Account Profile affects a number of settings.

In addition to setting the Account Profile, users have the following right-mouse click options available.

Figure 4: Right-mouse click options

Right-mouse click options in the Account Profile tab are described in the table below.

Option	Description
Contacts Section
Send Email	Opens a new mail message using the default mail server with the email address of the selected contact set as the recipient. See Monitor Orders Service for more information.
Set Primary Contact	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. Figure 5: Contacts section of Account Profile
Services Section
Override Service	Opens the Service Override screen allowing the user to set a Status and to attach a comment to the service. Figure 6: Service Override screen Note: Status values are administrated within Account Profile Service Status Setup. When a service has an override, a checkmark () will appear in the Override column for the service. Figure 7: Services with override set

See Right-Mouse Click Options in Data Grids for more information.

See Security Profile Settings for Account Profiles for giving users appropriate access to Account Profile functionality.

Fields available within the Account Profile tab are described in the following table.

Note:

Save must be pressed when making changes to within the Account Profile otherwise changes will be lost.

Field	Description
Account Profile	Select the name of the account representing this order from the list of those defined within Account Profile Management.
Contacts	Contacts are defined for the profile within Account Profile Management.
Name/Description	Displays the name of the person or role description of the contact for the account profile.
Title	Displays the title of the contact person.
Address	Displays the physical mailing address for the contact.
City	City for the contact person.
State	State for the contact person.
Postal Code	Zip code for the contact person.
Country	Country name for the contact person.
County	County code for the contact person.
Email	Email address for the contact person.
Phone	Displays the phone number and phone extension for the contact person.
Fax	Displays the fax number for the contact person.
Monitor Orders	Displays the checkbox setting of the Monitor Orders flag. See Monitor Orders Service for more information.
Services
Override	Displays a checkmark () if the service has its status overridden.
Service	Name of the service provided by the account.
Status	Displays the status value assigned by default or overridden through the right-mouse click option of Service Override. Status values are defined within Account Profile Service Status Setup.
Comment	Comments attached to the service by default or through Service Override.
Overridden By	Displays the MoversSuite user that performed the Service Override.
Overridden On	Date that the service was overridden on.
General Notes	Displays the default memo attached to the service. Additionally, users with appropriate access can edit text within this field.