Difference between revisions of "Accounts/How to View Contacts within an Account"
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(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...") |
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| − | 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. |
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| − | + | ::::::'''''Step-by-Step''''' | |
| + | [[File:image016.jpg]] | ||
| + | ::::::::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. | |
| − | 4. Click on a contact to see more detailed information about that contact | + | ::::::::3. Click on a listed account name to see more detailed information about that account, including contact in-formation. |
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| + | ::::::::4. Click on a contact to see more detailed information about that contact | ||
Revision as of 11:34, 14 September 2012
File:Image004.gifAn 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