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Basic Question: Where is Customer Account found?

Last post 01-21-2016 2:05 PM by arrowplane. 3 replies.
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  • 01-21-2016 10:24 AM

    Basic Question: Where is Customer Account found?

    Hello,

    I don't know what my client's "customer account" is -- and neither does the client!  I'm assuming this must be some sort of unique ID.  Is it found somewhere within the admin interface?  If so, please advise.  

    Thanks.

  • 01-21-2016 10:35 AM In reply to

    Re: Basic Question: Where is Customer Account found?

    Was given the account from a consultant who had it.  If there's an answer as to where to find it in the admin area, perhaps that would help someone else, but this is resolved for me.

  • 01-21-2016 1:51 PM In reply to

    Re: Basic Question: Where is Customer Account found?

    Answer

    Hi arrowplane,

    In the classic version of Method, you can locate your account name by hovering over your username in the top right.

    In the new version of Method, you can locate your account name by selecting the gear icon in the top right.

    I hope this helps.

    --Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 01-21-2016 2:05 PM In reply to

    Re: Basic Question: Where is Customer Account found?

    Thank you, I also heard this from my client's Method consultant but hadn't yet updated this thread.  Thank you!  We are in classic.

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