Change an Account Name and Add Notes

In order to better manage accounts, Nerdio Manager allows MSPs to customize the names of their customer accounts and add notes to individual accounts.

Change an Account Name

Account names can be changed as needed.

To change an account name:

1. At the MSP level, select Accounts.

2. Locate the account you wish to work with.

3. From the action menu, select Change name.

   

4. Type the new account name and then select OK.

   The account name is changed on the list of accounts.

Add Notes to an Account

Account notes can be added as needed.

To add notes to an account name:

1. At the MSP level, select Accounts.

2. Locate the account you wish to work with.

3. From the action menu, select Notes.

   

4. Type the notes and then select Save.

   Note: You can have a maximum of 4000 characters in the notes. The text format can be alphanumeric (lower /upper case alphabets, numbers) or special characters.