Accounts/How to View Contacts within an Account

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” module tab.

2. When the Accounts module opens, all accounts will be listed on the screen.

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