I am responsible for handling Customer Accounts

Amicus

Amicus
I am responsible for handling Customer Accounts
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Getting Started > Getting Around > Learning The System > I am responsible for handling Customer Accounts

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Introduction

This section is designed to assist users in all industries who are responsible for creating and maintaining customer accounts, to learn how to operate Amicus for their role. Some of the advice given below will be more or less relevant to your individual situation and will depend on your individual configuration and hardware.

As a standard user, there are a few common tasks which you will likely be required to perform, as follows;

Step 1 - Getting Around - Most standard users will have access to a variety of screens. The most common of which is the "Main Screen" . From here, you will be able to access all other Amicus functionality, provided that you have sufficient security rights to do so. Refer to the Managing Roles article for more information on security rights. If you are new to Amicus, it is recommended that you read the article Main Screen , once you are happy with navigating your way around the main screen, please continue reading.

Step 2 - Cusomter Account Maintenance - There are many aspects to customer account maintenance. Please select articles that are relevant to your specific role from the list below;

Step 3 - Other Documentation And Material- There are a number of other documents designed to assist users in carrying out their primary business roles. Refer to the Other Documents article for a full list of these, and where you can get a copy. In regards to your specific role, we recommend the following;

Step 4 - Additional Training - Additional training can be arranged through your dealer. Please note that a fee will apply for this service.

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