BMC Helix Remedyforce - How to Create a New Account

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    PRODUCT:

    BMC Helix Remedyforce Service Desk



    QUESTION:

    How To Create Accounts in Remedyforce


    ANSWER:

    Follow the below steps to create an account in Remedyforce:

    1. Click the Remedyforce Administration tab.
    2. Manage Users tile | Accounts.
    3. The Accounts option is also available in the Configuration list in the Remedyforce Workspaces tab.
    4. On the New Account form, enter the details about the Account. 
    5.  Click Save.

    Once Account is created the user can add supporting information for the account.

    (Optional) To designate the current record as inactive, select the Inactive check box.
    For example, if the account no longer exists, you might have to make this account record inactive.

    Follow the below document link for more details on account:
    https://docs.bmc.com/docs/display/public/remforce201501/Creating+accounts


    Article Number:

    000263842


    Article Type:

    FAQ/Procedural



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