Accounts

  • Created :Fri,12,2016
  • Last Updated:Wed,07,2017

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

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In order to setup new account click On Add New Button:

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Fill all required Information and click on save button.

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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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Once account is created click on Verify button:

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Buttons on Account card:

  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