Account Form

An Account form displays basic account information such as Account ID, Name, Type, Status etc. and the list of sites associated to it.

Steps:

  1. To create a new account, on the toolbar, click New Account

  2. To associate the account to a site, under Sites, click Add and then from the Site lookup dropdown, select the desired site.

  3. To dissociate the account with a site, under Sites and from the listing grid, select the desired site that you want to remove and then on the toolbar, click Delete.