3. Accounts

What is the importance of Accounts?

Accounts is an Object where the contact details of customers and vendors are saved.

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.

There are four steps involved to edit accounts view and they are

1. Enter View Name
2. Specify Filter Criteria
3. Select Fields to Display
4. Restrict Visibility

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 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

To create a new Account click on New Account

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 opens where you need to select either Customer or Vendor from the drop down menu and Click on the Continue button.

1. Give account a name
2. Link a parent account if you want from the look-up field
3. Select appropriate type from the drop down menu
4. Give a number to the account 
5. In the billing address information in the space provide for
6. Click on the Copy Billing Address to Shipping Address link if both Billing Address and Shipping Address are same, else enter the Shipping Address in the space provided for