How to Manage Customer Accounts

This article will help you to learn about the Accounts Tab

Table of Contents

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
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How to open a Accounts tab

To open a Accounts tab, please do the following.

1. Click on 'Customers' and then select 'Account Details'.
   
   
   
2. This will open a new "Accounts" tab.

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How to Create a New Customer Account 

To create a new customer account, please do the following.

1. Click the "Clear" button to ensure all the fields are clear.
   
2. In the "Account Details" section, fill in all the fields as needed.
   1. Some fields may not be active for your company profile, is so, you will see the following message:
      
   2. the following fields are required:
      
3. After entering in the information ensure the "Enable" box  is checked.
4. Then click the 'Save' button found in the Toolbar.
   
5. If you are missing any required information, a pop up will appear showing you which fields need to be completed.
   
6. After you complete the missing information click 'Save' again.

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How to Edit an Existing Customer Account

To edit an existing customer account, please do the following.

1. Ensure the list of your accounts is visible on the left hand side of the screen by clicking the arrow so that it points to the left
   
2. To find the existing account you wish to edit you can:
   1. Type into the Filter Box
      
   2. scroll through your account list
3. When you find the account, double click on it. This will display the Account's details on the right hand side of the screen.
   
4. Make your needed changes.
5. Then click the "Save" Button
   

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Toolbar Buttons

 -  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. 

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Hide Unhide Toolbar

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"

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Hot Keys

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:

1. Press "alt" and "a" at the same time.
2. Then you would press c.

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