Accounts.
Accounts: Accounts are the organization’s clients, partners, vendors, prospect and subcontractors. Users can Create and Manage different accounts (Clie...
Thu, 10 Sep, 2020 at 8:15 AM
Add Account: A user can add a new account(s) to the system through Quick Menu in the Main Header. Allows the user to create a new Account ...
Thu, 10 Sep, 2020 at 8:15 AM
View Account: From Home Drop down, Clicking on Account navigates the user to the view Account Page. Allows the user to view and edit the Account informa...
Thu, 10 Sep, 2020 at 8:16 AM
Account Name, Address Information, Notes, and Attachments. Quick View from the grid displays the following information and the counts: Contacts Openings...
Thu, 10 Sep, 2020 at 8:17 AM
Edit Account: User can edit and update the Account information in following tabs: Account Information, Address Information, and Description. ...
Thu, 10 Sep, 2020 at 8:17 AM
Following accesses are defined for an account: 1. Private a. Account will be visible only to the Created User or the respective Account Owner. 2. My Team...
Thu, 10 Sep, 2020 at 8:32 AM
Users can search through records filtered by Accounts and other related information. Quick Search and Advanced Search is available for Accounts...
Thu, 10 Sep, 2020 at 8:19 AM
Modify owners in actions drop-down Steps: Select the Account. In Actions drop-down, select “Modify owners” In the pop-up single select drop-do...
Thu, 10 Sep, 2020 at 8:19 AM