From CommenceCRM-Help
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| − | [[File:image080.jpg]]::::::::2. Go to the Accounts module screen by clicking on the “Accounts” module tab. | + | [[File:image080.jpg]] |
| + | :::::::::::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. | 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. | 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. | ||
• Click on any of the selected accounts to display the specific detail for each account. | • Click on any of the selected accounts to display the specific detail for each account. | ||
Revision as of 10:49, 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
- 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.