Adding a New Account

You can use the Add Contact/Account Information dialog box to add a new account.

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

To add

  1. Open the Insert New Account dialog box.
  2. Complete the remaining account information boxes as required by your company's policies.
  3. Click Save.

Related Topics

Accounts Overview

Using the Account Detail View

Using the Account List View

 

 

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