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7.6.2.  List CRM Accounts
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7.6.2.  List CRM Accounts

Accounts are central to the CRM. An Account holds information about an entity and serves to define it further as a Customer, Prospect, Vendor, Competitor, or Partner. To access the master list of CRM Accounts, select the "List CRM Accounts" option. The following screen will appear.

CRM Accounts Master List

The "CRM Accounts" screen displays information on all existing CRM Accounts, including Account number, Account name, and the various possible Account relationships.

To the far right of the list, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

PRINT

Runs the report associated with this screen.

NEW

Opens screen for creating a new CRM Account.

EDIT

Enables you to edit highlighted CRM Accounts. The edit screen is the same as that for creating a new CRM Account—except that when editing, the fields will contain CRM Account information. Double-clicking on a CRM Account will also bring you to the editing screen.

VIEW

Highlight a CRM Account and then select this button to reach a read-only view of the "Edit" screen.

DELETE

Highlight a CRM Account and then select this button to remove the CRM Account from the list.

Right-clicking on a CRM Account in the CRM Accounts list enables you to select from the following menu options:

Edit

Enables you to edit highlighted CRM Accounts. The edit screen is the same as that for creating a new CRM Account—except that when editing, the fields will contain CRM Account information. Double-clicking on a CRM Account will also bring you to the editing screen.

View

Highlight a CRM Account and then select this button to reach a read-only view of the "Edit" screen.

Delete

Highlight a CRM Account and then select this button to remove the CRM Account from the list.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

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7.6.1. New CRM Account  Home  7.6.3. Search for CRM Account