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Accounts is an Object where the contact details of individuals, organizations, companies, customers, vendors, competitors, partners, etc will be storedcustomers and vendors are saved.


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

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The Delete button helps you to delete the view one which you are currently viewing, on clicking the Delete Button a warning message pops up and to delete the view you just need to click on YES in on the popup message box






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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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


 

On pressing on the Continue Button, a new page appears and opens where you need to enter the appropriate data of in the new record and Save it by clicking on the Save select either Customer or Vendor from the drop down menu and Click on the Continue button.

 

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