Using the Account List View

The Account List view displays all of the accounts that you have access to. You can use groups and lookups to narrow the list of records that display.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

How Do I?

Open the Account List View

Use the Summary View

Use the Lookup to search for records

Open the Account Detail View
View a group
Use common tasks

Related Topics

Accounts Overview

 

 

Tell us how we can make the Help better.