Accounts
15 Articles
- Understanding Accounts and Entities
- Exploring the Accounts View
- Exploring Accounts - Summary View
- Exploring Accounts - Edit View
- Switching between an Account Summary and Edit view
- How to Create a New Account
- History Quick Access buttons
- Editing Accounts - Contacts
- Editing Account Addresses - Current, Postal and History
- Editing Accounts - Owned Properties
- How to create a New Account from an Entity
- How to add or change the image for an account
- How to deal with duplicate accounts for the same person or entity
- Understanding relations and family groups
- How to link an account to a family group