Here, users are able to search for Accounts to view and edit its details.
NOTE: Users are only able to see accounts assigned to them.
The search filters configured are by the Perenso Administrator.
You can reorder the filters to the desired order via the Reorder filters feature.
Each user can configure the account columns seen in the Account List.
NOTE: Call Notes, Last Completed Call, Next Call and Create Call are fixed columns and cannot be removed.
To configure Account List columns:
- Click on click here To edit the columns that appear below.
- Select all the account fields you would like displayed in the Account List.
All Account fields will be listed and can be displayed as a Display Column.
- Arrange the columns to be in the order desired.
- Save to update the Account List with new columns.