Using the Account list view

The Account list view displays a list of accounts that you have access. You can use Groups and Lookups to filter the records,

To access the Account list view, you can click Accounts on the Navigation Bar.

On this page you can:

• Work with records in a grid. See Working with Grids in list views and tabs
• Use the Summary view. See Using the Summary view
• Click Refresh to refresh the list information.
• Filter My list. See Using Task Pane filters
• Use the Lookup to search for records. See Using lookup
• Click the account name, to access the Account detail view
• Review a group. See What are Groups?
• Use the Group Shortcut menu. See Using the Group Shortcut menu

The Task Pane contains the Common Tasks section. In this section, you can:

• Use Mail Merge in the web client. See Using Mail Merge in the web client
• Add, remove or save adhoc records as groups. See Adding Ad Hoc group records
• Export records to a file. See Exporting records to a file
• Review on map. See Viewing contacts or accounts on a Contour map
• Work with the dashboards. See Working with the Welcome page
• Import records. See Importing records
• Update multiple records. See Updating multiple fields for multiple records
• Delete multiple records. See Deleting multiple records
• Start CRM workflow. See Starting a CRM workflow