Accounts/How to Set Up a New Account - Revision history

J.collier: J.collier moved page Accounts/HowtoSetUpaNewAccount to Accounts/How to Set Up a New Account over redirect

2013-01-11T16:20:10Z

2012-11-15T15:50:51Z

2012-11-15T15:50:12Z

2012-09-27T09:11:05Z

2012-09-26T09:06:59Z

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2012-09-26T09:04:29Z

← Older revision		Revision as of 15:50, 15 November 2012
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	'''Best Practice:''' After creating a new account access it from the Accounts list to add contacts and account details.		'''Best Practice:''' After creating a new account access it from the Accounts list to add contacts and account details.
		+
		+	Return to [[Accounts]]

@@ Line 1: / Line 1: @@
-[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
+. On the Accounts screen, click '''New'''. ''The New Account dialog displays.''
-:::2. On the Accounts Screen, click on the “New” button.
+. Enter all the account information that you have available. The '''Custom Fields''' section will have field titles customized for your company.
-:::3. When the New Account dialog appears, fill in the fields for which you have information.
+. Click '''Save Changes'''. ''The New Accounts dialog closes and the new account is added to the Accounts list on the Accounts screen.''
-:::5. The New Accounts dialog will close and your new account and associated information has been added to the account list.
+'''Best Practice:''' After creating a new account access it from the Accounts list to add contacts and account details.

@@ Line 14: / Line 14: @@
 {|class="wikitable"
 |-
-|'''''Note:'''''Once an Account is established you can then begin to add contacts to the Account.
+|'''''Note:''''' Once an Account is established you can then begin to add contacts to the Account.
 |}
 [[File:ScreenHunter_09 Sep. 25 13.49.jpg]]

← Older revision		Revision as of 09:06, 26 September 2012
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	:::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.		:::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.

−	~~[[File:ScreenHunter_08 Sep. 25 13.47.jpg]]~~
	:::2. On the Accounts Screen, click on the “New” button.		:::2. On the Accounts Screen, click on the “New” button.

← Older revision		Revision as of 09:06, 26 September 2012
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−	[[File:ScreenHunter_08 Sep. 25 13.47.jpg]]	+	[[File:ScreenHunter_08 Sep. 25 13.47.jpg\|left]]
	:::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.		:::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.

← Older revision	Revision as of 16:20, 11 January 2013
(No difference)

@@ Line 5: / Line 5: @@
 [[File:ScreenHunter_08 Sep. 25 13.47.jpg]]
-::::::::2. On the Accounts Screen, click on the “New” button.
+:::2. On the Accounts Screen, click on the “New” button.
-::::::::3. When the New Account dialog appears, fill in the fields for which you have information.
+:::3. When the New Account dialog appears, fill in the fields for which you have information.
-::::::::4. When you are finished, click on the “Save Changes” button.
+:::4. When you are finished, click on the “Save Changes” button.
-::::::::5. The New Accounts dialog will close and your new account and associated information has been added to the account list.
+:::5. The New Accounts dialog will close and your new account and associated information has been added to the account list.
 {|class="wikitable"
 |-

← Older revision		Revision as of 09:04, 26 September 2012
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−	::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.	+	:::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.

	[[File:ScreenHunter_08 Sep. 25 13.47.jpg]]		[[File:ScreenHunter_08 Sep. 25 13.47.jpg]]