Difference between revisions of "Accounts/How to View Contacts within an Account"

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(Created page with " An account’s contacts are listed as part of that account’s detail information. Step-by-Step 1. Go to the Accounts module screen by clicking on the “Accounts” modul...")
 
 
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An account’s contacts are listed as part of that account’s detail information. 
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1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
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2. Click on any listed account name to see more detailed information about that account. ''The Account detail screen displays.''
  
An account’s contacts are listed as part of that account’s detail information.
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The multi-view screen presents account details in the top view and all related information in the secondary or lower view, including all the account's contacts.
Step-by-Step
 
  
1. Go to the Accounts module screen by clicking on the “Accounts” module tab.
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3. Click on a contact record to see more detailed information about that contact.
  
2. When the Accounts module opens, all accounts will be listed on the screen.
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[[File:ScreenHunter_12 Sep. 25 13.52.jpg]]
  
3. Click on a listed account name to see more detailed information about that account, including contact in-formation.
 
  
4. Click on a contact to see more detailed information about that contact
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Return to [[Accounts]]

Latest revision as of 14:36, 20 December 2012

An account’s contacts are listed as part of that account’s detail information.

1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.

2. Click on any listed account name to see more detailed information about that account. The Account detail screen displays.

The multi-view screen presents account details in the top view and all related information in the secondary or lower view, including all the account's contacts.

3. Click on a contact record to see more detailed information about that contact.

ScreenHunter 12 Sep. 25 13.52.jpg


Return to Accounts