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 Click on New Account button

 
Image Added

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 
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. Image Removed
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.

Image RemovedImage Removed
Image Added

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

Image AddedImage Added

Account Views

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

...

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

Image ModifiedImage ModifiedImage Modified

 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 pops up. 

Image Modified

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

Image Modified