24.2.2. Creating Accounts

The New Account screen allows you to enter account details for a client, such as address and company information. Creating accounts allows you to create projects within that account. The administrator can also allocate users to an account.

  1. To create a new account in OfficeClip Projects, click the New Account button from the button bar.

  2. This screen allows you to put in as many details about the account as are needed. The fields marked with an asterisk * are required. You must give the account a Name, Number and Primary Contact in order to save the account.

  3. Click on Save when finished or press Cancel to exit without saving.

See Also:

Accessing Projects

Creating Projects

Modifying Account Lists

Modifying a Project

Importing and Exporting Projects

Shared Items