Accounts

The Accounts page allows you to view the list of accounts and the related details such as the name of the account, the account number, and the contact related information of the account holder. The data displayed on this page is based on these fields:

• Folder
• List View

You can use this page to:

• Create a new folder, using the New Folder option.
• Modify or delete a folder, using the Manage Folder option.
  Note: The Manage Folder option is available only when a specific folder is selected.
• Define a page layout, using the New View option.
• Modify or delete a page layout, using the Manage View option.
  Note: The Manage View option is available only when a specific layout is selected.
• Create a duplicate of the existing layout, using the Copy View option.
• Create a new account, using the New option.
• Disable an account, using the Inactivate Selected option.
• Merge selected account, using the Consolidate Selected option.
• View the accounts that you created by selecting the Limit to items I own check box.
• Include the disabled accounts by selecting the Include Inactive check box.
• Search for an account, using the List View Search field.