Adding a New Account

You can use the Insert New Account dialog box to add a new account.

Note: The security access determines available functions. Contact your administrator for any access rights changes.

To add:

From the New menu, select Account.
Complete the remaining account information fields as required by the company's policies.
Click Look for Matching Records to search for records with matching information.
Click (Save).

Related topics

Adding a New Contact and Account

Adding New Contact for Existing Account

Using the Account Detail View

Using the Account List View