From CommenceCRM-Help
Technowrites (talk | contribs) |
|||
| Line 4: | Line 4: | ||
[[File:ScreenHunter_11 Sep. 25 13.51.jpg|left]] | [[File:ScreenHunter_11 Sep. 25 13.51.jpg|left]] | ||
| − | + | :::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. | ::::::::2. When the Accounts module opens, all accounts will be listed on the screen. | ||
Revision as of 09:10, 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).
