Accounts

  • Created :Fri,12,2016
  • Last Updated:Fri,11,2017

This section is designed to create and manage accounts. The main window is represented by the list of all available accounts in the system.

 

Accounts

 

Adding New Account

In order to setup new account click On Add New Button. Fill all required Information and click on save button.

 

 

In order to bill your customer please make sure Billing is enable:

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In order to manage rates/IPs against Account Please make sure Customer OR Vendor is enable :

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Icon Description
Add Opportunity
    View Customer/ Vendor Activity chart
  Access Credit Control section 
  Edit Account
  View Account activity e.g. Email/Notes/Tickets/Tasks
  Customer section to manage customer rates and download rate sheets in different formats
  Vendor section to manage vendor rates and download rate sheets in different formats