From CommenceCRM-Help
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::::::'''''Step-by-Step''''' | ::::::'''''Step-by-Step''''' | ||
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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. | ||
| − | 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 any listed account name to see more de-tailed information about that account. | 3. Click on any listed account name to see more de-tailed information about that account. | ||
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). | 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). | ||
Revision as of 10:05, 14 September 2012
File:Image004.gifOn the accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.
- 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 any listed account name to see more de-tailed information about that account. 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).