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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 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 Image Removed Image Removed
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 Image RemovedImage RemovedImage Removed

To create a new Account click on New Account

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

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