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  1. Accounts
  2. Maintaining an account
  3. Using notebook for an account

Using notebook for an account

You can use notebook to provide notes that are related to an account.

See Using the notebook .

You can also check if a notebook is available for an account in Checking notebook availability.

  • Accounts
    • Creating a new account
    • Maintaining an account
      • Adding business number information
      • Adding communication information
      • Adding address information
      • Deleting an entry in communication and address
      • Adding contact information for an account
      • Using notebook for an account
      • Adding interest codes
      • Removing interest codes
      • Adding competitor relationship
      • Removing competitor relationship
      • Adding object relationship
      • Removing object relationship
      • Account history
      • Territory
      • Checklist account
      • Business chain
      • Adding a line of business
      • Removing a line of business
      • Adding an agreement
      • Removing an agreement
      • Account user defined fields
      • Account extended fields
      • Adding an account-to-account relationship
      • Removing an account-to-account relationship
      • Updating activity or sales budget
      • Account terms
    • Deleting an account