This article will help you to learn about the Accounts Tab
How to open a Customer Accounts tab
How to create a new customer account
How to edit an existing customer account
Toolbar Buttons
Hide Unhide Toolbar
Hot Keys
Go back to the IDS Core Tutorial Home Page
To open a Accounts tab, please do the following.
To create a new customer account, please do the following.
To edit an existing customer account, please do the following.
- Saves changes
- Clears the screen.
- Finds the account by whats entered into the Account Details>Name field.
- Audits the selected account.
- Opens the Pricing Tab for the selected account.
- Opens the Address Book.
- Opens the User Tab.
By default, the toolbar is visible. To hide the toolbar, double click any white part of the toolbar.
If the Toolbar is hidden, it will look like this:
To unhide the toolbar, click on "view", then click on "Show Toolbar"
To use the hotkeys, you will need to hide the toolbar first.
The first thing you must do is hide the toolbar (see above).
To see your hot keys, look at the top left hand side of the screen.
You will see under each drop-down there is a letter that has been underlined.
If you press the "alt" button on your keyboard and one of the above letters, a drop-down will appear.
For example if you press "alt" and "a" at the same time, the Account drop-down will appear.
In the dropdown, you see under each option a letter has been underlined.
If you now press one of those keys, you will trigger that function.
For example, if you now press "c", you will clear the screen.
To be clear, to clear the screen you would: