Accounts

Accounts provide a way of grouping entities in meaningful ways. For example, if you do business with a group of companies that operate independently, you can create an account for that group and include each of the divisions as a site.

Steps:

  1. To navigate to Accounts – listing screen, on the left pane menu, expand Admin and then click Accounts. The Accounts listing screen lists all the accounts from the complete Business Unit.

  2. To create a new account, on the toolbar, click New Account and then enter data to create new account

  3. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  4. To filter the search results, in the search bar, type the keyword and then click Search button.

  5. To clear the filter results/search results, beside Search field, click Clear button.

  6. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, Click New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  7. To delete existing filter:

    1. Click Filter button and then from the dropdown menu, select the filter that you want to delete.

    2. Click Delete Filter button.