From CommenceCRM-Help
Jump to: navigation, search
 
(One intermediate revision by the same user not shown)
Line 1: Line 1:
 
An account’s contacts are listed as part of that account’s detail information.   
 
An account’s contacts are listed as part of that account’s detail information.   
  
 +
1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
  
[[File:ScreenHunter_11 Sep. 25 13.51.jpg|left]]
+
2. Click on any listed account name to see more detailed information about that account. ''The Account detail screen displays.''
::::::::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.
+
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.
+
3. 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]]
 +
 
 +
 
 +
Return to [[Accounts]]

Latest revision as of 14:36, 20 December 2012

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

1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.

2. Click on any listed account name to see more detailed information about that account. The Account detail screen displays.

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 contact record to see more detailed information about that contact.

ScreenHunter 12 Sep. 25 13.52.jpg


Return to Accounts