Accounts/HowtoViewaGroupofAccounts

From Commence CRM-Help

Revision as of 11:00, 14 September 2012 by Technowrites (talk | contribs)

File:Image004.gifWhen 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.


Step-by-Step

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2. Go to the Accounts module screen by clicking on the “Accounts” module tab.
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.