From CommenceCRM-Help
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An account’s contacts are listed as part of that account’s detail information. | An account’s contacts are listed as part of that account’s detail information. | ||
| + | 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.'' | |
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| − | + | The multi-view screen presents account details in the top view and all related information in the secondary or lower view, including all the account's contacts. | |
| − | + | 3. Click on a contact record to see more detailed information about that contact. | |
| − | : | + | [[File:ScreenHunter_12 Sep. 25 13.52.jpg]] |
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| + | Return to [[Accounts]] | ||
Revision as of 15:06, 19 November 2012
An account’s contacts are listed as part of that account’s detail information.
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, including all the account's contacts.
3. Click on a contact record to see more detailed information about that contact.
Return to Accounts