Difference between revisions of "Accounts/How to Set Up a New Account"
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2. On the Accounts Screen, click on the “New” button. | 2. On the Accounts Screen, click on the “New” button. | ||
| − | ::::3. When the New Account dialog appears, fill in the fields for which you have information | + | ::::3. When the New Account dialog appears, fill in the fields for which you have information. |
| − | . | ||
::::4. When you are finished, click on the “Save Changes” button. | ::::4. When you are finished, click on the “Save Changes” button. | ||
| − | 5. The New Accounts dialog will close and your new account and associated information has been added to the account list. | + | |
| + | ::::5. The New Accounts dialog will close and your new account and associated information has been added to the account list. | ||
'''''Note:''''' Once an Account is established you can then begin to add contacts to the Account. | '''''Note:''''' Once an Account is established you can then begin to add contacts to the Account. | ||
Revision as of 07:15, 14 September 2012
File:Image004.gif Set up a new account by clicking on the “New” button on the “Accounts” screen. Then, fill in available information in the fields provided.
- Step-by-Step
1. Go to the Accounts module screen by clicking on the “Accounts” module tab.
2. On the Accounts Screen, click on the “New” button.
- 3. When the New Account dialog appears, fill in the fields for which you have information.
- 4. When you are finished, click on the “Save Changes” button.
- 5. The New Accounts dialog will close and your new account and associated information has been added to the account list.
Note: Once an Account is established you can then begin to add contacts to the Account.
