Accounts/How to Set Up a New Account

Set up a new account by clicking on the “New” button on the “Accounts” screen. Then, fill in available information in the fields provided.

Step-by-Step

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

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.

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.

Note: Once an Account is established you can then begin to add contacts to the Account.