From CommenceCRM-Help
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| + | When 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. | ||
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| + | [[File:ScreenHunter_13 Sep. 25 13.54.jpg]] | ||
| − | + | [[File:ScreenHunter_14 Sep. 25 13.56.jpg|left]] | |
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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. | ||
Revision as of 09:57, 25 September 2012
When 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.
- 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.