Accounts

38 views April 17, 2017 jpajaro 0

Accounts

Shows all the accounts available for a specific company:

accounts

 

Create a New Account

Right click and select New. Fill in the fields in yellow and click on Next:

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  • Type in a main phone number, and click on Next:

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  • Fill in the Company field in yellow and click on Next:

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  • A message saying “A new Account was successfully created” is displayed.  Click on Finish:

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Manager users can view, edit and create new accounts. They can also define the representatives assigned to accounts.
Delegate users can view and edit accounts assigned to them as delegates only. They can also create new accounts.

Edit Account

  • Right click and select Edit:

edit account

  • Make the desired changes and click OK:

account

  • The updated account will be included in the list:

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Merge Accounts

  1. Select two or more accounts by clicking on their checkboxes on the left side of the screen.
  2. Click on the Merge Accounts option.
  3. Select a Primary Contact.
  4. Click “OK”.
  5. The following message appears: “Are you sure you want to merge account1 into account2? This action cannot be undone.”
  6. Click OK.
  7. The contact accounts are now merged and the previous account is eliminated.

 

merge accounts

merge accounts

 

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