From CommenceCRM-Help
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:::2. When the Accounts module opens, all accounts will be listed on the screen. | :::2. When the Accounts module opens, all accounts will be listed on the screen. | ||
| − | :::3. Click on any listed account name to see more de-tailed information about that account. | + | :::::3. Click on any listed account name to see more de-tailed information about that account. |
| − | :::4. A multi-view will present Account details in the top view and all related information in the secondary or lower view. (see screen shot). | + | :::::4. A multi-view will present Account details in the top view and all related information in the secondary or lower view. (see screen shot). |
[[File:ScreenHunter_12 Sep. 25 13.52.jpg]] | [[File:ScreenHunter_12 Sep. 25 13.52.jpg]] | ||
Revision as of 09:11, 26 September 2012
On the accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.
- 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 any listed account name to see more de-tailed information about that account.
- 4. A multi-view will present Account details in the top view and all related information in the secondary or lower view. (see screen shot).
