New Account


 
The new account screen allows you to enter account details for a client.
  1. To create a new account, click either the New Account button on the account list or New Account on the menu.


  2. Enter the contact information. Some fields have a picklist (...) button next to them. Depending on the configuration, you may be forced to click this button in order to enter information. Clicking this button opens a list from which to select the value. If the value isn't in the list, type it into the text field, and then click Save. You can then select the value you have just entered.

  3. Click Save to save your contact.

 
 


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