Shows all the accounts available for the company:
Create a New Account
- Right click and select new. Fill in the fields in yellow and click on next:
- Type in a Main Phone number and click on next:
- Fill in the Company field in yellow and click on next:
- A message saying “A new Account was successfully created” shows up on screen. Click on finish:
Edit a Account
- Right click and select edit:
- Make the desired changes, for example Main Phone and click on OK button:
- The updated customer account will be included in the list:
- Select two or more accounts by clicking on their checkboxes on the left part of the screen.
- Click on Merge Accounts Button.
- Select a Primary Contact.
- Click on “OK” Button.
- The following message appears: “Are you sure you want to merge 1 account into Hewlett Packard? This action cannot be undone.”
- Click on OK Button.
- The contact accounts are now merged into only one account and the previous account is removed.