.Account Management vFall23

Accessing the Account List

To access a list of accounts, on the Configure tab of the LiveVox Portal (LVP), click Account > Accounts. 

Creating an Account

To create an account:

1. On the Configure tab of the LiveVox Portal (LVP), click Account > Accounts. 
   The Account List window appears.
2. Click New.
   The New Account window appears.
   

3. Specify values in the fields.
   

   For information about the fields, see Account Field Descriptions.

4. Click Save.
   A message stating that the account has been created appears, along with the account details.
   
   

Accessing an Account

To access an account from the table in the Account List section, double-click the row displaying the account. Each account has associated tabs, such as Detail, Contacts, Tickets, Interactions, Notes,  History, and  Submitted Form.

• Detail: Provides information about the account.
• Contacts: Provides a list of contacts associated with the account.
  
  
• Tickets: Provides a list of tickets associated with the account.
  
  
• Interactions: Provides previous interactions with the account.
  
  
• Notes: Provides the list of notes associated with the account.
  
  
• History: Provides a history of the changes made to the account, such as Changed By, Changed On, and a Short Description.
  
  
• Submitted Form: If you have used a web form for the account, the Submitted Form tab appears on the account page.

Modifying an Account

To modify an account, access the account, modify the values, and then click Save.

Creating an Associated Entity for an Account

To create a contact, ticket, or note for an account, access the account, and then, on the New menu, click the corresponding option. 

Linking an Account to an Entity

To link an account to an existing contact or ticket, access the account, and then, on the Link menu, click the corresponding option.

Exporting Accounts

You can export accounts from the LiveVox Portal to a comma-separated values (CSV) file. 

To export the accounts, in the Account List section, click the Settings icon , and then click Export Accounts.
A CSV file containing the accounts from the LiveVox Portal (based on the applied filter) is downloaded.

Importing Accounts

You can import accounts from a file into the LiveVox Portal.

To import the accounts:

1. In the Account List section, click the Settings icon , and then click Import > Accounts.
   The Import Accounts window appears.
   
   

2. Specify values in the following fields:

   • File: Click the magnifying glass icon , and then select the file.

   • Input Filter: Select an input filter (a predefined format to import the data from the file). Ensure that the format of the file you selected in the File field corresponds to the format of the input filter.

3. Click Import.
   A message stating that the data is imported appears. The accounts from the file appear in the Account List section (depending on the current filter).

Importing a File to Link Accounts to Contacts

You can automatically link accounts to contacts by importing a file (containing the account records linked to the contact records) into the LiveVox Portal.

To import the accounts with linked contacts:

1. In the Account List section, click the Settings icon , and then click Import > Contacts for Accounts.
   The Import Contacts for Accounts window appears.
   
   

2. In the File field, click the magnifying glass icon , and then select the file.
   

3. Click Import.
   

   If you are using the LiveVox Portal (that is, if you are not an agent), you can view details, such as the status of the import or the date and time when the import started or ended in the User Tasks window. This window appears when you click the avatar icon  > User Tasks.

   
   A message stating that the data has been imported appears. The accounts from the file appear in the Account List section (depending on the current filter), and the accounts are linked to the contacts, as defined in the file.

Deleting an Account

You can delete an account only if is not linked to a Contact or Ticket. To delete an account, access the account, and then, on the More menu, click Delete.