Accounts

21 views April 17, 2017 jpajaro 0

Accounts

Shows all the accounts available for the 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” shows up on screen.  Click on finish:

 

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Edit a Account

  • Right click and select edit:

edit account

  • Make the desired changes, for example Main Phone and click on OK button:

account

  • The updated customer account will be included in the list:

account 3

Merge Accounts

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

merge accounts

merge accounts

 

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