Accounts

What is the importance of Accounts?

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

 
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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

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

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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.

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

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

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Create New View is similar to the Edit View which allows you to create a new view. The screen is very similar to the Edit View screen

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 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 one which you are currently viewing, on . On clicking the Delete Button a warning message popsup and to delete the view you just need to click on YES on the popup message box. 

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To create a new Account click on New Account Click on New Account buttonImage Removed
A new page will be opened and you need to select a appropriate description either Customer or Vendor for the account which you are about to create from the dropdown menu and then click on Continue button Image Removed

On clicking on the Continue Button, a new page opens where you need to select either Customer or Vendor from the drop down menu and Click on the Continue button.

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Now, you can a new account in this new page, follow the numericals in the below picture

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1. Give account a name
2. Link a parent account if you want from the look-up field
3. Select appropriate type from the drop down menu
4. Give a number to the account 
5. In the billing address information in the space provide for
6. Click on the Copy Billing Address to Shipping Address link if both Billing Address and Shipping Address are same, else enter the Shipping Address in the space provided for
7. Enter additional information in the space provided for
8. Enter the description information in the space provided for
9. Click on Save button

This end the process of creating a new account.

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

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