Accounts
Use the Accounts module to create and manage accounts for your organization.
The Accounts Home page displays the following information:
- A Search sub-panel where you can enter the account name to search for a specific account.
- To search only for accounts assigned to you, select Only my items.
- To perform an advanced search using additional fields, click the Advanced Search tab.
- To customize and save the search layout and results, click the Saved Search & Layout tab.
- A list of existing accounts along with related information such as names and phone numbers.
- To view the account details, click the name or the View icon adjacent to the user name.
- To edit the account details, click the Edit icon adjacent to the user name; alternatively, click Edit on the detail page.
- To update or delete multiple accounts, select them from the list, and use the Mass Update sub-panel.
- To export one or more accounts, click Export located above the account names.
- To merge duplicate accounts into one record, select the records, and click Merge Duplicates.
- A Shortcuts section that displays the following options:
- Create Account. Click this option to create a new account.
- Accounts. Click this option to navigate back to the Accounts Home page from an account's detail page.
- Account Reports. Click this option to view an existing report on your accounts, or to create a new report.
- Import. Click this option to import contact information from an external application or file.
- A New Account quick form that you can use to create an account with only the required fields. You can enter additional details after you save the account.