Viewing Account Details |
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Clicking an account name in the Search Results page displays the Account Details page, as shown in Figure 1.
Figure 1 The Account Details Page You can view the following information:
Note: An account can have any number of mailing addresses, email addresses, and phone numbers as necessary. Also, all the phone numbers and addresses apply to the account in general, not necessarily to a particular contact for an account. Since all accounts are public in ConcourseSuite, all users having access to an account can view and modify it. Hence, the account owner may not be the person who last modified the account. Modifying an Account Click Modify on the Account Details page to modify the account details. The Modify Account page is displayed, as shown in Figure 2.
Figure 2 The Modify Account Page Click Update to commit the changes or Cancel to abandon them. Deleting an Account Click Delete Account on the Account Details page to delete an account. A pop-up window is displayed to confirm the deletion of the account, as shown in Figure 3.
Figure 3 Confirm Delete Pop-up Window To add an account, click the Add link on the menu bar or click Add Account on the Search Results page. The Add Account page is displayed, as shown in Figure 4. Note: The Add page contains more details, and a truncated form of the page is shown in Figure 4. An account can represent an organization, or an individual. The type of account you are creating is the first field you must enter. If the account type is an organization, then the Organization Name is a mandatory field. If the account type is an individual, then the Last Name is a mandatory field. However, you can enter all information that you possess about this account to enable you to easily find the account in searches you perform later. Enter details in the following sections to add an account:
Figure 4 Adding an Account - Account Details
Figure 5 Adding an Account - Phone Numbers
Figure 6 Adding an Account - Address
Figure 7 Adding an Account - Email Addresses
Figure 8 Adding an Account - Additional Details You can select one of the following options at the bottom of the page:
Selecting the Copy email, phone and postal address option enables you to add new contacts without having to re-enter these details. This option is enabled only when you select the Add a contact to this account option. Click Insert to save the account. If you selected View account details option before inserting the new account, you are taken to the Account Details page, as shown in Figure 1. If you selected the Add a contact to this account option before inserting the new account, you are taken to the Add Contact page, as shown in Figure 9. You may enter the relevant details and click one of the following options:
Figure 9 The Add Contact Page |