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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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[[File:image004.gif]]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.
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::::::'''''Step-by-Step'''''
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[[File:image016.jpg]]
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::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.
  
3. Click on a listed account name to see more detailed information about that account, including contact in-formation.
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::::::::2. When the Accounts module opens, all accounts will be listed on the screen.
  
4. Click on a contact to see more detailed information about that contact
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::::::::3. Click on a listed account name to see more detailed information about that account, including contact in-formation.
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::::::::4. Click on a contact to see more detailed information about that contact

Revision as of 11:34, 14 September 2012

File:Image004.gifAn account’s contacts are listed as part of that account’s detail information.


Step-by-Step

Image016.jpg

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