Difference between revisions of "Accounts/HowtoViewaGroupofAccounts"

From Commence CRM-Help

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::::::::2. Go to the Accounts module screen by clicking on the “Accounts” module tab.
 
::::::::2. Go to the Accounts module screen by clicking on the “Accounts” module tab.
  
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::::::::3. When the Accounts module opens, all accounts will be listed on the screen.
 
::::::::3. When the Accounts module opens, all accounts will be listed on the screen.
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::::::::4. Place a checkmark beside each Account that you would like to view.
 
::::::::4. Place a checkmark beside each Account that you would like to view.
  
 
  
 
:::::::::• Click on the “View” button to open the account detail dialog.  The account detail dialog will ap-pear displaying the first account selected. On the right side of the screen you will see a listing of the other accounts you selected.  
 
:::::::::• Click on the “View” button to open the account detail dialog.  The account detail dialog will ap-pear displaying the first account selected. On the right side of the screen you will see a listing of the other accounts you selected.  

Revision as of 11:07, 14 September 2012

File:Image004.gifWhen you click on the “Accounts” module tab, a list of accounts is displayed by default. Click desired accounts, a check box will appear, then use the “View” option to work with the selected accounts.


Step-by-Step

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


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


4. Place a checkmark beside each Account that you would like to view.


• Click on the “View” button to open the account detail dialog. The account detail dialog will ap-pear displaying the first account selected. On the right side of the screen you will see a listing of the other accounts you selected.


• Click on any of the selected accounts to display the specific detail for each account.