Approving or denying a pending customer account request

Use the Pending Customer List page to see all pending requests for new customer accounts. You can view the details of each request and then approve or deny it as necessary.

 

    1. Choose one of the following:

    2. To see all pending account requests, click Search.

Note: To narrow down the list of pending requests, enter some search criteria before clicking Search.

    1. Click the Name of the pending customer that you want to approve or deny.

    2. Note: To view the list of all pending customer requests for a specific customer's family, click the link in the Number column for the customer that you want to view.

    3. In the Approval Section, check the details that have already been entered and make any additions or modifications, as necessary.

    4. Choose one of the following:

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Merging customer records

Adding or modifying a denial reason for pending account requests

 

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