In a more broader Customers operations, some companies organise their Business Development teams to handle certain Customers’ portfolio (accounts). That is where Account Officers comes in.

The Account Officers page is an information page showing all assigned Account Officers (users whose roles is labeled ‘Account Officer’) and the Portfolio (Customers) they manage. To assign an Account Officer to an Customer, simply open the customer account, then on the field of “Account Officer”, find/select the system user.

Account Officers have their own dashboard where they login to manage their portfolios (accounts), follow up on transactions, overdues and interact with Customers and record those activities.