3.3. Using Accounts

This section describes ways to use the Accounts application effectively.

3.3.1. Creating a New Account

This screen allows you to enter all the details associated with a new Account such as address, email, phone number, etc. The administrator can add User-Defined Fields to show up at the bottom part of this screen, allowing for additional Account information to be entered.

  1. To create a new Account, click on New Account on the button bar within Accounts.

  2. The New Account screen allows you to enter the details for an Account.

  3. Enter the Account information. Some fields have a pick-list denoted with an icon. Depending on the configuration, you may be forced to click this button in order to enter information. Clicking this button opens a list from which to select the value. If the value isn't in the list, type it into the text field, and then click Save. You can then select the value you have just entered.

  4. Click Save when you are finished entering information in the fields.

See Also:

Bulk Options

Editing Accounts

Searching and Filtering Accounts

Creating Reports

Importing and Exporting Accounts

Shared Items

Account Tags