From CommenceCRM-Help
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::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab. | ::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab. | ||
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::::::::2. When the Accounts module opens, all accounts will be listed on the screen. | ::::::::2. When the Accounts module opens, all accounts will be listed on the screen. | ||
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::::::::3. Click on a listed account name to see more detailed information about that account, including contact in-formation. | ::::::::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 | ::::::::4. Click on a contact to see more detailed information about that contact | ||
Revision as of 11:46, 14 September 2012
File:Image004.gifAn 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