Accounts Module

Simplifying Customer Management

Your All-in-One Solution for Streamlined Customer Account Management. Experience seamless control over every facet of Customer Accounts, from overseeing SPIDs associated with Customer Accounts to effortlessly navigating manual Customer Billing. Unlock simplicity and efficiency in account management with our intuitive module.

Explore the Accounts Screen

Your Gateway to a Comprehensive List of Customer Accounts within the Edge System. Easily navigate through a customizable display, allowing you to filter and view "Active," "Inactive," or "All" accounts. The default setting showcases the efficiency of "Active" accounts, providing you with a seamless overview of your customer base.

Unlock Comprehensive Account Management

Discover In-Depth Customer Insights with the Click of a Button. Immerse yourself in a user-friendly interface designed for seamless access and comprehensive viewing of customer details. Explore the richness of customer information effortlessly by simply clicking on a customer record. Elevate your understanding and engagement with your clientele through our intuitive platform.

Effortless Navigation

The screen facilitates a clear list of Account SPIDs, providing easy toggling between the Accounts view and the SPIDs view.

Smart Account Management with Segmentation Tags

Utilize "Segmentation Tags" for effective account management. These custom data attributes are user-configurable and can be assigned to various account types, streamlining the organizational

Comprehensive Account Documentation

Enhance your account records with a wealth of detailed information. Easily capture important account details using the note-taking feature. Save essential files such as Quotations, Contract documents, photos, and more directly within the Edge database, ensuring a robust and organized account repository. Elevate your account management experience today.