CRM › Reachable by link
Utility Account 360
One account on one page: premises and services, meters and the usage chart, bills, payments, balance, arrangements, service orders and the contact log.
Where to find it
- Module: CRM
- Group: More
- Section: Reachable by link
- Screen: Utility Account 360
Address in the console: /crm/util-account-360
Workspace · 0 columns
This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.