Difference between revisions of "Accounts/How to View Account Detail"

Revision as of 17:27, 15 November 2012

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.

Return to Accounts

@@ Line 1: / Line 1: @@
-On the accounts screen, click on the account listing which you wish to view.  The detail information dialog will appear.
+. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
+. Click on any listed account name to see more detailed information about that account. ''The Account detail screen displays.''
-[[File:ScreenHunter_11 Sep. 25 13.51.jpg|left]]
+The multi-view screen presents account details in the top view and all related information in the secondary or lower view.
-:::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 any listed account name to see more de-tailed information about that account.
+[[File:ScreenHunter_12 Sep. 25 13.52.jpg]]
-:::::4. A multi-view will present Account details in the top view and all related information in the secondary or lower view.  (see screen shot).
+Return to [[Accounts]]
-[[File:ScreenHunter_12 Sep. 25 13.52.jpg]]