2022
Accounts
An account is an Object where the contact details of individuals, organizations, companies, customers, vendors, competitors, partners, etc will be stored.
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
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.
2A.
There are four steps involved to edit Save an accounts view and they are:
2B.
Follow the steps and to enter the values and Click on Save button to save 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 in the popup message
2C. 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
3A. A new page will be opened and you need to select a appropriate description for the account which you are about to create from the Dropdown menu and then click on Continue button
3B. On pressing on the Continue Button a new page appears and you need to enter the appropriate data of in the new record and Save it by clicking on the Save button.
.
Click on OK button on the popup message box to delete the saved View