From CommenceCRM-Help
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| − | ::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab. | + | |
| + | ::::::::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. | ||
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). | ||
Revision as of 10:00, 14 September 2012
File:Image004.gifOn the accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.
- Step-by-Step
- 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).