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Home > Aria Crescendo Documentation > Account Management > Payments and Credits > Payments > Collection Groups > Manage Account Groups > Add an Account to a Functional Account Group

Add an Account to a Functional Account Group

This article applies to:Aria Crescendo

Overview

A functional account group allows you to categorize your customers based on some common element such as geography, product, or channel.

Adding an Account to a Functional Account Group

Getting Here: Click Accounts > search for an account > Account OverviewAccount Groups tab

  1. Select the functional account group(s) to which the customer should belong.

  1. Click Change Account Group(s). A message displays confirming that the change was saved.

The applicable Customer Support Representatives will have access to the customer's information based on the settings for their user roles.

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