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To create a new Account click on 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

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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

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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. 

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