Difference between revisions of "Accounts/HowtoViewaGroupofAccounts"

Revision as of 18:21, 7 June 2013

Use the steps below to quickly view the details for a group of accounts.

Go to the Accounts module screen by clicking on the “Accounts” module tab.
When the Accounts module opens, all accounts will be listed on the screen.
Place a check mark 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 appear 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.

@@ Line 1: / Line 1: @@
-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.
+Use the steps below to quickly view the details for a group of accounts.
+[[File:ScreenHunter_14 Sep. 25 13.56.jpg|right]]
-[[File:ScreenHunter_13 Sep. 25 13.54.jpg]]
+# Go to the Accounts module screen by clicking on the “Accounts” module tab.
+# When the Accounts module opens, all accounts will be listed on the screen.
-[[File:ScreenHunter_14 Sep. 25 13.56.jpg|left]]
+# Place a check mark beside each Account that you would like to view.
-::::::::2. Go to the Accounts module screen by clicking on the “Accounts” module tab.
+# Click on the “View” button to open the account detail dialog.  The account detail dialog will appear 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.
-::::::::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.

Difference between revisions of "Accounts/HowtoViewaGroupofAccounts"

From Commence CRM-Help

Revision as of 18:21, 7 June 2013