Accounts/How to View Contacts within an Account - Revision history

J.collier: J.collier moved page Accounts/HowtoViewContactswithinanAccount to Accounts/How to View Contacts within an Account

2012-12-20T14:36:03Z

J.collier moved page Accounts/HowtoViewContactswithinanAccount to Accounts/How to View Contacts within an Account

J.collier at 15:06, 19 November 2012

2012-11-19T15:06:45Z

J.collier at 17:21, 15 November 2012

2012-11-15T17:21:55Z

Technowrites2 at 10:09, 25 September 2012

2012-09-25T10:09:15Z

Technowrites at 11:50, 14 September 2012

2012-09-14T11:50:25Z

Technowrites at 11:49, 14 September 2012

2012-09-14T11:49:50Z

Technowrites at 11:46, 14 September 2012

2012-09-14T11:46:35Z

Technowrites at 11:43, 14 September 2012

2012-09-14T11:43:42Z

Technowrites at 11:34, 14 September 2012

2012-09-14T11:34:29Z

Technowrites2: Created page with " An account’s contacts are listed as part of that account’s detail information. Step-by-Step 1. Go to the Accounts module screen by clicking on the “Accounts” modul..."

2012-09-14T10:53:50Z

Created page with " An account’s contacts are listed as part of that account’s detail information. Step-by-Step 1. Go to the Accounts module screen by clicking on the “Accounts” modul..."

New page

An account’s contacts are listed as part of that account’s detail information.
Step-by-Step

1. Go to the Accounts module screen by clicking on the “Accounts” module tab.

2. When the Accounts module opens, all accounts will be listed on the screen.

3. Click on a listed account name to see more detailed information about that account, including contact in-formation.

4. Click on a contact to see more detailed information about that contact

@@ Line 1: / Line 1: @@
 An account’s contacts are listed as part of that account’s detail information.
-[[File:ScreenHunter_11 Sep. 25 13.51.jpg|left]]
+. Click on any listed account name to see more detailed information about that account. ''The Account detail screen displays.''
-::::::::2.	When the Accounts module opens, all accounts will be listed on the screen.
+The multi-view screen presents account details in the top view and all related information in the secondary or lower view, including all the account's contacts.
-::::::::3.	Click on a listed account name to see more detailed information about that account, including contact in-formation.
+. Click on a contact record to see more detailed information about that contact.
-::::::::4.	Click on a contact to see more detailed information about that contact
+[[File:ScreenHunter_12 Sep. 25 13.52.jpg]]

@@ Line 3: / Line 3: @@
 [[File:ScreenHunter_11 Sep. 25 13.51.jpg|left]]
-::::::::1.	Go to the Accounts module screen by clicking on the “Accounts” module tab.
+::::::::1.	To access the Accounts module, click the '''Accounts''' module tab. The ac
 ::::::::2.	When the Accounts module opens, all accounts will be listed on the screen.

← Older revision		Revision as of 10:09, 25 September 2012
Line 1:		Line 1:
		+	An account’s contacts are listed as part of that account’s detail information.

−	~~[[File:image004.gif]]An account’s contacts are listed as part of that account’s detail information.~~

−		+	[[File:ScreenHunter_11 Sep. 25 13.51.jpg\|left]]
−	~~::::::'''''Step-by-Step'''''~~
−	[[File:~~image016~~.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.

@@ Line 8: / Line 8: @@
 ::::::::2.	When the Accounts module opens, all accounts will be listed on the screen.
 ::::::::3.	Click on a listed account name to see more detailed information about that account, including contact in-formation.
 ::::::::4.	Click on a contact to see more detailed information about that contact

@@ Line 7: / Line 7: @@
 ::::::::1.	Go to the Accounts module screen by clicking on the “Accounts” module tab.
+::::::::2.	When the Accounts module opens, all accounts will be listed on the screen.
 ::::::::3.	Click on a listed account name to see more detailed information about that account, including contact in-formation.
-−
 ::::::::4.	Click on a contact to see more detailed information about that contact

← Older revision	Revision as of 14:36, 20 December 2012
(No difference)

@@ Line 4: / Line 4: @@
 ::::::'''''Step-by-Step'''''
-[[File:image016.jpg]]
+[[File:image016.jpg|left]]
 ::::::::1.	Go to the Accounts module screen by clicking on the “Accounts” module tab.