Setting Up Account Management Groups
Users are informed that something requires their attention by entries that appear in To Do lists. For example, consider what happens when billing can't find a reading (and it's not allowed to estimate):
• The billing process creates a bill segment that is in error - meter read cannot be found.
• This error bill segment, in turn, triggers the creation of a To Do entry.
• The To Do entry is addressed to a role. A role is one or more users who can "action" the To Do entry.
• When a user views their To Do entries, they see all entries addressed to all roles of which they are part.
You can optionally use account management groups (AMG) to define the respective role to be assigned to To Do entries that are associated with an account and a given To Do type. For example, you can create an AMG called Credit Risks and assign this to accounts with suspect credit. Then, whenever an account-oriented To Do entry is created for such an account, it will be assigned a role based on the Credit Risks AMG. Refer to Assigning A To Do Role for more information..
Note: 
Account management groups are optional. You need only set up account management groups (and link them to accounts) if you wish to address specific To Do entries associated with specific accounts to specific roles.
Account management groups are defined using Admin > Customer > Account Management Group > Add.
Description of Page
Enter an easily recognizable Account Management Group code and Description for each account management group. Use the grid to define the To Do Role to be assigned to entries of a given To Do Type that are associated with accounts that reference the Account Management Group.
Note: 
Only To Do entries that are account-oriented take advantage of the roles defined for an account management group (because only accounts reference an account management group).