Accounts

What is the importance of Accounts?

 
An account is an Object where the contact details of customers and vendors are saved.

 
To create a new Account click on New Account button

A new page will be opened and you need to select either Customer or Vendor for the account which you are about to create from the dropdown menu and then click on Continue button

Now, you can add values for new account in the new page and Click on Save button

Account Views

You can save the accounts view for future reference and select it from the dropdown menu

The saved accounts can be edited from the Edit button and you can make necessary changes needed before saving the same.

There are four steps involved to Save an accounts view and they are:

1. Enter View Name
2. Specify Filter Criteria
3. Select Fields to Display
4. Restrict Visibility

 Follow the steps and to enter the values and Click on Save button to save an account view

Delete an Account view

The Delete button helps you to delete the view which you are currently viewing. On clicking the Delete Button a warning message pops up. 

Click on OK button on the popup message box to delete the saved View